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 | $117,510 | $102,828+14.3% | $105,387+11.5% | $152,861-23.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.47% | 20.85%-6.4pp | 26.82%-12.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,984 | $4,473-55.6% | $4,213-52.9% | $4,762-58.3% |
| Participant deferral / active EE | $4,974 | $5,465-9.0% | $5,502-9.6% | $5,850-15.0% |
| Admin fee / account holder | $835 | $8,683-90.4% | $6,559-87.3% | $11,596-92.8% |