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 | $102,796 | $179,726-42.8% | $156,263-34.2% | $142,382-27.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 13.90% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,741 | $5,069-65.7% | $4,333-59.8% | $4,299-59.5% |
| Participant deferral / active EE | $3,062 | $6,956-56.0% | $6,158-50.3% | $6,507-52.9% |
| Admin fee / account holder | $593 | $17,272-96.6% | $14,255-95.8% | $12,624-95.3% |