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 | $114,339 | $74,888+52.7% | $71,209+60.6% | $142,382-19.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 15.12% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,231 | $2,854-21.9% | $2,721-18.0% | $4,299-48.1% |
| Participant deferral / active EE | $4,450 | $4,454-0.1% | $4,175+6.6% | $6,507-31.6% |
| Admin fee / account holder | $2,850 | $5,568-48.8% | $5,349-46.7% | $12,624-77.4% |