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 | $107,203 | $209,411-48.8% | $178,490-39.9% | $158,922-32.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.52% | 188.75%-176.2pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,554 | $5,706-55.3% | $5,011-49.0% | $4,761-46.4% |
| Participant deferral / active EE | $5,433 | $5,954-8.8% | $5,202+4.5% | $5,982-9.2% |
| Admin fee / account holder | $1,452 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |