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 | $100,664 | $201,272-50.0% | $184,203-45.4% | $145,922-31.0% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 9.73% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,969 | $7,022+13.5% | $6,427+24.0% | $4,660+71.0% |
| Participant deferral / active EE | $4,016 | $9,806-59.0% | $9,131-56.0% | $6,688-39.9% |
| Admin fee / account holder | $975 | $16,364-94.0% | $13,901-93.0% | $13,397-92.7% |