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 | $108,330 | $81,632+32.7% | $70,449+53.8% | $158,922-31.8% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 24.00% | 208.40%-184.4pp | 109.03%-85.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,532 | $3,217-52.4% | $2,737-44.0% | $4,761-67.8% |
| Participant deferral / active EE | $4,087 | $4,554-10.2% | $3,709+10.2% | $5,982-31.7% |
| Admin fee / account holder | $834 | $6,193-86.5% | $3,845-78.3% | $11,246-92.6% |