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 | $102,474 | $176,056-41.8% | $159,436-35.7% | $167,490-38.8% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 20.82% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $3,111 | $5,297-41.3% | $4,829-35.6% | $4,837-35.7% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $312 | $12,554-97.5% | $10,799-97.1% | $12,309-97.5% |