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 | $102,532 | $197,591-48.1% | $177,821-42.3% | $158,922-35.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 10.25% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,679 | $6,697-60.0% | $5,918-54.7% | $4,761-43.7% |
| Participant deferral / active EE | $3,516 | $8,405-58.2% | $7,714-54.4% | $5,982-41.2% |
| Admin fee / account holder | $131,445 | $15,399+753.6% | $12,427+957.7% | $11,246+1068.8% |