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 | $101,936 | $95,266+7.0% | $82,389+23.7% | $142,382-28.4% |
| Participation rate | 79.2% | 74.5%+4.7pp | 69.5%+9.6pp | 80.1%-1.0pp |
| Annual return | 11.47% | 25.74%-14.3pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,572 | $2,991-14.0% | $2,517+2.2% | $4,299-40.2% |
| Participant deferral / active EE | $5,145 | $4,809+7.0% | $4,155+23.8% | $6,507-20.9% |
| Admin fee / account holder | $817 | $8,563-90.5% | $7,231-88.7% | $12,624-93.5% |