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 | $115,443 | $117,841-2.0% | $102,423+12.7% | $145,922-20.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 10.49% | 31.65%-21.2pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,770 | $3,615+32.0% | $3,023+57.8% | $4,660+2.4% |
| Participant deferral / active EE | $8,345 | $5,731+45.6% | $5,053+65.2% | $6,688+24.8% |
| Admin fee / account holder | $1,261 | $13,326-90.5% | $9,451-86.7% | $13,397-90.6% |