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 | $104,877 | $96,484+8.7% | $75,886+38.2% | $152,861-31.4% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 18.80% | 33.98%-15.2pp | 30.76%-12.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,071 | $3,309-7.2% | $2,500+22.8% | $4,762-35.5% |
| Participant deferral / active EE | $3,228 | $4,553-29.1% | $3,603-10.4% | $5,850-44.8% |
| Admin fee / account holder | $1,059 | $8,078-86.9% | $5,418-80.5% | $11,596-90.9% |