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 | $109,348 | $179,726-39.2% | $156,263-30.0% | $142,382-23.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.56% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,604 | $5,069-48.6% | $4,333-39.9% | $4,299-39.4% |
| Participant deferral / active EE | $11,276 | $6,956+62.1% | $6,158+83.1% | $6,507+73.3% |
| Admin fee / account holder | $1,208 | $17,272-93.0% | $14,255-91.5% | $12,624-90.4% |