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 | $106,607 | $117,841-9.5% | $102,423+4.1% | $145,922-26.9% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 11.05% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,489 | $3,615-31.2% | $3,023-17.7% | $4,660-46.6% |
| Participant deferral / active EE | $4,386 | $5,731-23.5% | $5,053-13.2% | $6,688-34.4% |
| Admin fee / account holder | $3,962 | $13,326-70.3% | $9,451-58.1% | $13,397-70.4% |