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 | $100,160 | $185,822-46.1% | $169,993-41.1% | $139,434-28.2% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 12.33% | 60.50%-48.2pp | 53.37%-41.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,976 | $7,590-60.8% | $6,785-56.1% | $4,751-37.4% |
| Participant deferral / active EE | $8,591 | $11,622-26.1% | $10,408-17.5% | $6,710+28.0% |
| Admin fee / account holder | $20,069 | $15,381+30.5% | $12,815+56.6% | $11,403+76.0% |