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 | $110,961 | $107,334+3.4% | $92,893+19.5% | $152,861-27.4% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 18.84% | 145.58%-126.7pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,966 | $4,221-53.4% | $3,653-46.2% | $4,762-58.7% |
| Participant deferral / active EE | $11,125 | $4,845+129.6% | $4,236+162.6% | $5,850+90.2% |
| Admin fee / account holder | $1,874 | $7,079-73.5% | $5,794-67.7% | $11,596-83.8% |