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 | $110,428 | $94,752+16.5% | $112,887-2.2% | $139,434-20.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.60% | 40.88%-26.3pp | 34.10%-19.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,566 | $4,625-44.5% | $4,563-43.8% | $4,751-46.0% |
| Participant deferral / active EE | $4,218 | $6,512-35.2% | $6,513-35.2% | $6,710-37.1% |
| Admin fee / account holder | $2,124 | $8,527-75.1% | $7,047-69.9% | $11,403-81.4% |