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 | $103,878 | $101,069+2.8% | $81,478+27.5% | $147,584-29.6% |
| Participation rate | 95.8% | 74.5%+21.4pp | 68.0%+27.9pp | 82.8%+13.0pp |
| Annual return | 16.85% | 32.40%-15.6pp | 38.78%-21.9pp | 578.55%-561.7pp |
| Employer contribution / active EE | $551 | $3,205-82.8% | $2,568-78.5% | $4,876-88.7% |
| Participant deferral / active EE | $3,364 | $4,242-20.7% | $3,537-4.9% | $5,439-38.1% |
| Admin fee / account holder | $3,804 | $5,812-34.5% | $4,561-16.6% | $10,885-65.0% |