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 | $114,348 | $115,882-1.3% | $100,516+13.8% | $158,922-28.0% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 24.26% | 34.79%-10.5pp | 30.89%-6.6pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,908 | $4,103-29.1% | $3,418-14.9% | $4,761-38.9% |
| Participant deferral / active EE | $12,168 | $6,674+82.3% | $6,270+94.1% | $5,982+103.4% |
| Admin fee / account holder | $4,258 | $10,995-61.3% | $8,081-47.3% | $11,246-62.1% |