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 | $103,509 | $118,680-12.8% | $98,907+4.7% | $158,922-34.9% |
| Participation rate | 85.0% | 77.8%+7.2pp | 76.0%+9.0pp | 82.0%+3.0pp |
| Annual return | 10.92% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $643 | $3,333-80.7% | $2,689-76.1% | $4,761-86.5% |
| Participant deferral / active EE | $5,528 | $5,088+8.7% | $4,244+30.2% | $5,982-7.6% |
| Admin fee / account holder | $557 | $10,131-94.5% | $6,642-91.6% | $11,246-95.0% |