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 | $105,425 | $201,272-47.6% | $184,203-42.8% | $145,922-27.8% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 9.93% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,037 | $7,022-71.0% | $6,427-68.3% | $4,660-56.3% |
| Participant deferral / active EE | $3,630 | $9,806-63.0% | $9,131-60.2% | $6,688-45.7% |
| Admin fee / account holder | $20,099 | $16,364+22.8% | $13,901+44.6% | $13,397+50.0% |