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 | $104,147 | $226,064-53.9% | $182,532-42.9% | $152,861-31.9% |
| Participation rate | 79.2% | 82.5%-3.3pp | 78.0%+1.2pp | 82.4%-3.3pp |
| Annual return | 27.93% | 192.51%-164.6pp | 148.54%-120.6pp | 345.32%-317.4pp |
| Employer contribution / active EE | $4,272 | $4,978-14.2% | $4,076+4.8% | $4,762-10.3% |
| Participant deferral / active EE | $9,009 | $6,368+41.5% | $5,524+63.1% | $5,850+54.0% |
| Admin fee / account holder | $729 | $10,703-93.2% | $8,592-91.5% | $11,596-93.7% |