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 | $102,202 | $210,648-51.5% | $177,989-42.6% | $145,922-30.0% |
| Participation rate | 76.5% | 80.8%-4.3pp | 77.1%-0.6pp | 80.3%-3.8pp |
| Annual return | 22.34% | 385.86%-363.5pp | 294.48%-272.1pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,015 | $4,565-55.9% | $3,949-49.0% | $4,660-56.8% |
| Participant deferral / active EE | $3,075 | $6,958-55.8% | $6,276-51.0% | $6,688-54.0% |
| Admin fee / account holder | $485 | $12,013-96.0% | $10,363-95.3% | $13,397-96.4% |