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 7-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 | $102,322 | $106,515-3.9% | $96,683+5.8% | $139,434-26.6% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 24.05% | 38.43%-14.4pp | 35.69%-11.6pp | 372.94%-348.9pp |
| Employer contribution / active EE | $15,864 | $4,103+286.7% | $3,737+324.5% | $4,751+233.9% |
| Participant deferral / active EE | $6,326 | $5,454+16.0% | $4,878+29.7% | $6,710-5.7% |
| Admin fee / account holder | $1,164 | $7,877-85.2% | $6,730-82.7% | $11,403-89.8% |