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 | $103,303 | $111,754-7.6% | $103,3330% | $145,922-29.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.56% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,206 | $4,212-47.6% | $3,868-43.0% | $4,660-52.7% |
| Participant deferral / active EE | $6,096 | $5,619+8.5% | $5,057+20.5% | $6,688-8.8% |
| Admin fee / account holder | $888 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |