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 | $101,653 | $112,096-9.3% | $95,952+5.9% | $158,922-36.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 12.50% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,109 | $3,198-34.1% | $2,541-17.0% | $4,761-55.7% |
| Participant deferral / active EE | $4,857 | $4,784+1.5% | $4,167+16.6% | $5,982-18.8% |
| Admin fee / account holder | $1,440 | $10,130-85.8% | $6,795-78.8% | $11,246-87.2% |