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 | $109,329 | $117,983-7.3% | $101,794+7.4% | $142,382-23.2% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.2%+13.4pp | 80.1%+2.5pp |
| Annual return | 17.66% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,539 | $2,773+280.1% | $2,289+360.5% | $4,299+145.2% |
| Participant deferral / active EE | $6,543 | $4,714+38.8% | $4,084+60.2% | $6,507+0.6% |
| Admin fee / account holder | $2,589 | $10,433-75.2% | $8,777-70.5% | $12,624-79.5% |