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 | $102,403 | $81,632+25.4% | $70,449+45.4% | $158,922-35.6% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 22.37% | 208.40%-186.0pp | 109.03%-86.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $3,070 | $3,217-4.6% | $2,737+12.2% | $4,761-35.5% |
| Participant deferral / active EE | $3,591 | $4,554-21.1% | $3,709-3.2% | $5,982-40.0% |
| Admin fee / account holder | $445 | $6,193-92.8% | $3,845-88.4% | $11,246-96.0% |