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 | $117,421 | $74,888+56.8% | $71,209+64.9% | $142,382-17.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.95% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,464 | $2,854-13.7% | $2,721-9.5% | $4,299-42.7% |
| Participant deferral / active EE | $6,465 | $4,454+45.1% | $4,175+54.9% | $6,507-0.6% |
| Admin fee / account holder | $3,820 | $5,568-31.4% | $5,349-28.6% | $12,624-69.7% |