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 | $106,430 | $209,411-49.2% | $178,490-40.4% | $158,922-33.0% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 7.46% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,160 | $5,706-27.1% | $5,011-17.0% | $4,761-12.6% |
| Participant deferral / active EE | $3,894 | $5,954-34.6% | $5,202-25.1% | $5,982-34.9% |
| Admin fee / account holder | $2,102 | $17,074-87.7% | $13,984-85.0% | $11,246-81.3% |