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 5-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 | $102,791 | $100,901+1.9% | $75,670+35.8% | $147,584-30.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.3%+7.7pp | 82.8%-2.8pp |
| Annual return | 10.61% | 35.78%-25.2pp | 27.34%-16.7pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,229 | $3,253-62.2% | $2,352-47.7% | $4,876-74.8% |
| Participant deferral / active EE | $1,954 | $4,027-51.5% | $3,142-37.8% | $5,439-64.1% |
| Admin fee / account holder | $68,258 | $11,285+504.8% | $5,800+1076.9% | $10,885+527.1% |