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 | $102,474 | $107,334-4.5% | $92,893+10.3% | $152,861-33.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 19.26% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,668 | $4,221-60.5% | $3,653-54.3% | $4,762-65.0% |
| Participant deferral / active EE | $3,180 | $4,845-34.4% | $4,236-24.9% | $5,850-45.7% |
| Admin fee / account holder | $490 | $7,079-93.1% | $5,794-91.6% | $11,596-95.8% |