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 | $102,388 | $115,770-11.6% | $101,248+1.1% | $158,922-35.6% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 11.95% | 56.14%-44.2pp | 46.47%-34.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,828 | $4,175-56.2% | $3,660-50.0% | $4,761-61.6% |
| Participant deferral / active EE | $5,981 | $4,957+20.7% | $4,370+36.9% | $5,9820% |
| Admin fee / account holder | $27,152 | $7,245+274.8% | $5,945+356.7% | $11,246+141.4% |