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 | $116,274 | $117,841-1.3% | $102,423+13.5% | $145,922-20.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.60% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,605 | $3,615-27.9% | $3,023-13.8% | $4,660-44.1% |
| Participant deferral / active EE | $4,866 | $5,731-15.1% | $5,053-3.7% | $6,688-27.2% |
| Admin fee / account holder | $12,533 | $13,326-6.0% | $9,451+32.6% | $13,397-6.5% |