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 | $115,770 | $105,859+9.4% | $90,160+28.4% | $147,584-21.6% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 17.09% | 37.63%-20.5pp | 34.88%-17.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,672 | $4,126-35.2% | $3,318-19.5% | $4,876-45.2% |
| Participant deferral / active EE | $4,219 | $5,733-26.4% | $5,288-20.2% | $5,439-22.4% |
| Admin fee / account holder | $483 | $8,046-94.0% | $5,943-91.9% | $10,885-95.6% |