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 | $102,929 | $112,881-8.8% | $90,951+13.2% | $158,922-35.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 15.52% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,162 | $2,893-59.8% | $2,122-45.2% | $4,761-75.6% |
| Participant deferral / active EE | $2,649 | $4,128-35.8% | $3,373-21.5% | $5,982-55.7% |
| Admin fee / account holder | $3,690 | $8,041-54.1% | $5,959-38.1% | $11,246-67.2% |