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 | $115,135 | $127,065-9.4% | $113,168+1.7% | $142,382-19.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.30% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,466 | $3,442-28.4% | $2,975-17.1% | $4,299-42.6% |
| Participant deferral / active EE | $4,433 | $5,716-22.5% | $5,107-13.2% | $6,507-31.9% |
| Admin fee / account holder | $2,076 | $15,736-86.8% | $12,068-82.8% | $12,624-83.6% |