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 | $105,736 | $152,587-30.7% | $125,175-15.5% | $152,861-30.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 25.57% | 54.84%-29.3pp | 43.79%-18.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,033 | $4,946-58.9% | $3,865-47.4% | $4,762-57.3% |
| Participant deferral / active EE | $13,063 | $5,868+122.6% | $4,937+164.6% | $5,850+123.3% |
| Admin fee / account holder | $432 | $13,434-96.8% | $9,702-95.6% | $11,596-96.3% |