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 | $105,053 | $115,708-9.2% | $65,255+61.0% | $139,434-24.7% |
| Participation rate | 87.5% | 67.8%+19.7pp | 65.0%+22.5pp | 80.3%+7.2pp |
| Annual return | 15.08% | 31.19%-16.1pp | 47.35%-32.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $630 | $2,599-75.8% | $1,691-62.7% | $4,751-86.7% |
| Participant deferral / active EE | $1,184 | $4,240-72.1% | $2,831-58.2% | $6,710-82.4% |
| Admin fee / account holder | $662 | $6,698-90.1% | $4,112-83.9% | $11,403-94.2% |