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 | $101,327 | $124,319-18.5% | $111,297-9.0% | $167,490-39.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.79% | 37.44%-27.6pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,222 | $3,435-35.3% | $2,731-18.6% | $4,837-54.1% |
| Participant deferral / active EE | $4,836 | $5,180-6.6% | $4,487+7.8% | $6,341-23.7% |
| Admin fee / account holder | $3,887 | $10,618-63.4% | $7,964-51.2% | $12,309-68.4% |