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 | $103,480 | $154,365-33.0% | $130,231-20.5% | $139,434-25.8% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.3%+7.1pp | 80.3%+3.0pp |
| Annual return | 9.77% | 30.34%-20.6pp | 38.77%-29.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $13,468 | $5,170+160.5% | $4,126+226.4% | $4,751+183.5% |
| Participant deferral / active EE | $9,913 | $8,498+16.6% | $6,799+45.8% | $6,710+47.7% |
| Admin fee / account holder | $1,604 | $9,214-82.6% | $6,020-73.3% | $11,403-85.9% |