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 | $113,277 | $99,877+13.4% | $84,966+33.3% | $145,922-22.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.85% | 83.76%-67.9pp | 66.38%-50.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,767 | $3,231-14.4% | $2,727+1.4% | $4,660-40.6% |
| Participant deferral / active EE | $5,507 | $5,291+4.1% | $4,519+21.8% | $6,688-17.7% |
| Admin fee / account holder | $9,847 | $7,248+35.9% | $6,149+60.2% | $13,397-26.5% |