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 | $104,325 | $100,852+3.4% | $90,404+15.4% | $158,922-34.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 11.52% | 1724.20%-1712.7pp | 1293.02%-1281.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,231 | $3,689-66.6% | $3,262-62.3% | $4,761-74.1% |
| Participant deferral / active EE | $3,128 | $4,348-28.1% | $3,963-21.1% | $5,982-47.7% |
| Admin fee / account holder | $2,968 | $6,501-54.3% | $5,611-47.1% | $11,246-73.6% |