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 | $105,489 | $202,432-47.9% | $169,368-37.7% | $139,434-24.3% |
| Participation rate | 82.6% | 81.1%+1.5pp | 77.1%+5.5pp | 80.3%+2.3pp |
| Annual return | 15.10% | 531.74%-516.6pp | 405.60%-390.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,070 | $4,692-55.9% | $4,013-48.4% | $4,751-56.4% |
| Participant deferral / active EE | $3,498 | $6,938-49.6% | $6,221-43.8% | $6,710-47.9% |
| Admin fee / account holder | $5,815 | $10,708-45.7% | $9,003-35.4% | $11,403-49.0% |