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 | $102,091 | $107,334-4.9% | $92,893+9.9% | $152,861-33.2% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 22.35% | 145.58%-123.2pp | 109.41%-87.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,346 | $4,221-44.4% | $3,653-35.8% | $4,762-50.7% |
| Participant deferral / active EE | $3,301 | $4,845-31.9% | $4,236-22.1% | $5,850-43.6% |
| Admin fee / account holder | $5,234 | $7,079-26.1% | $5,794-9.7% | $11,596-54.9% |