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 | $109,685 | $112,881-2.8% | $90,951+20.6% | $158,922-31.0% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 11.95% | 215.79%-203.8pp | 134.60%-122.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,020 | $2,893-30.2% | $2,122-4.8% | $4,761-57.6% |
| Participant deferral / active EE | $1,907 | $4,128-53.8% | $3,373-43.4% | $5,982-68.1% |
| Admin fee / account holder | $3,813 | $8,041-52.6% | $5,959-36.0% | $11,246-66.1% |