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 | $103,973 | $107,334-3.1% | $92,893+11.9% | $152,861-32.0% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 19.45% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,735 | $4,221-58.9% | $3,653-52.5% | $4,762-63.6% |
| Participant deferral / active EE | $2,501 | $4,845-48.4% | $4,236-41.0% | $5,850-57.3% |
| Admin fee / account holder | $5,251 | $7,079-25.8% | $5,794-9.4% | $11,596-54.7% |