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 | $105,904 | $97,744+8.3% | $103,476+2.3% | $145,922-27.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 12.24% | 25.41%-13.2pp | 23.90%-11.7pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,710 | $4,677-42.1% | $4,672-42.0% | $4,660-41.8% |
| Participant deferral / active EE | $3,967 | $6,603-39.9% | $6,623-40.1% | $6,688-40.7% |
| Admin fee / account holder | $39,460 | $12,515+215.3% | $9,413+319.2% | $13,397+194.5% |