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 | $103,115 | $112,096-8.0% | $95,952+7.5% | $158,922-35.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 12.88% | 171.09%-158.2pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,001 | $3,198-68.7% | $2,541-60.6% | $4,761-79.0% |
| Participant deferral / active EE | $1,738 | $4,784-63.7% | $4,167-58.3% | $5,982-70.9% |
| Admin fee / account holder | $1,799 | $10,130-82.2% | $6,795-73.5% | $11,246-84.0% |