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 | $104,262 | $202,432-48.5% | $169,368-38.4% | $139,434-25.2% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.1%+1.4pp | 80.3%-1.7pp |
| Annual return | 14.96% | 531.74%-516.8pp | 405.60%-390.6pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,058 | $4,692-56.2% | $4,013-48.7% | $4,751-56.7% |
| Participant deferral / active EE | $4,743 | $6,938-31.6% | $6,221-23.8% | $6,710-29.3% |
| Admin fee / account holder | $5,121 | $10,708-52.2% | $9,003-43.1% | $11,403-55.1% |