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 | $100,736 | $214,378-53.0% | $200,582-49.8% | $142,382-29.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 20.25% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,386 | $6,841-35.9% | $6,419-31.7% | $4,299+2.0% |
| Participant deferral / active EE | $15,036 | $9,865+52.4% | $9,331+61.1% | $6,507+131.1% |
| Admin fee / account holder | $989 | $17,692-94.4% | $16,305-93.9% | $12,624-92.2% |