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 | $97,014 | $112,881-14.1% | $90,951+6.7% | $158,922-39.0% |
| Participation rate | 84.2% | 74.7%+9.5pp | 69.0%+15.2pp | 82.0%+2.3pp |
| Annual return | 10.71% | 215.79%-205.1pp | 134.60%-123.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,561 | $2,893-46.1% | $2,122-26.5% | $4,761-67.2% |
| Participant deferral / active EE | $5,398 | $4,128+30.8% | $3,373+60.0% | $5,982-9.8% |
| Admin fee / account holder | $2,075 | $8,041-74.2% | $5,959-65.2% | $11,246-81.6% |