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 | $99,114 | $165,984-40.3% | $164,813-39.9% | $145,922-32.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.49% | 100.03%-83.5pp | 69.93%-53.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,491 | $5,273-33.8% | $4,341-19.6% | $4,660-25.1% |
| Participant deferral / active EE | $10,213 | $6,959+46.8% | $6,031+69.3% | $6,688+52.7% |
| Admin fee / account holder | $571 | $16,648-96.6% | $12,690-95.5% | $13,397-95.7% |