See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,902 | $74,888+40.1% | $71,209+47.3% | $142,382-26.3% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.1%+6.2pp |
| Annual return | 21.23% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,449 | $2,854-14.2% | $2,721-10.0% | $4,299-43.0% |
| Participant deferral / active EE | $3,478 | $4,454-21.9% | $4,175-16.7% | $6,507-46.6% |
| Admin fee / account holder | $3,757 | $5,568-32.5% | $5,349-29.8% | $12,624-70.2% |