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 | $106,288 | $165,335-35.7% | $149,696-29.0% | $158,922-33.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 11.52% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,641 | $5,103-9.0% | $4,644-0.1% | $4,761-2.5% |
| Participant deferral / active EE | $3,032 | $7,181-57.8% | $6,842-55.7% | $5,982-49.3% |
| Admin fee / account holder | $3,189 | $10,807-70.5% | $9,309-65.7% | $11,246-71.6% |