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 | $111,211 | $99,985+11.2% | $146,665-24.2% | $85,850+29.5% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 13.00% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,666 | $2,559+4.2% | $4,136-35.6% | $2,565+3.9% |
| Participant deferral / active EE | $3,922 | $4,006-2.1% | $5,506-28.8% | $3,952-0.8% |
| Admin fee / account holder | $31,028 | $7,702+302.8% | $10,280+201.8% | $6,260+395.7% |