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 9-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 | $109,127 | $101,069+8.0% | $81,478+33.9% | $147,584-26.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 12.72% | 32.40%-19.7pp | 38.78%-26.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $4,318 | $3,205+34.7% | $2,568+68.2% | $4,876-11.4% |
| Participant deferral / active EE | $4,694 | $4,242+10.6% | $3,537+32.7% | $5,439-13.7% |
| Admin fee / account holder | $10,912 | $5,812+87.8% | $4,561+139.2% | $10,885+0.2% |