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 | $100,003 | $114,381-12.6% | $107,525-7.0% | $142,382-29.8% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 16.13% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,603 | $4,015-60.1% | $3,754-57.3% | $4,299-62.7% |
| Participant deferral / active EE | $5,351 | $5,564-3.8% | $5,116+4.6% | $6,507-17.8% |
| Admin fee / account holder | $24,793 | $9,860+151.4% | $8,919+178.0% | $12,624+96.4% |