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 | $110,663 | $103,376+7.0% | $87,100+27.1% | $152,861-27.6% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 26.52% | 28.10%-1.6pp | 28.19%-1.7pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,304 | $3,220-59.5% | $2,521-48.3% | $4,762-72.6% |
| Participant deferral / active EE | $3,797 | $4,778-20.5% | $4,049-6.2% | $5,850-35.1% |
| Admin fee / account holder | $1,141 | $12,205-90.7% | $7,497-84.8% | $11,596-90.2% |