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 | $105,234 | $122,239-13.9% | $184,203-42.9% | $74,495+41.3% |
| Participation rate | 93.6% | 85.5%+8.2pp | 86.8%+6.8pp | 67.2%+26.4pp |
| Annual return | 14.84% | 19.95%-5.1pp | 28.81%-14.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,088 | $4,537-9.9% | $6,427-36.4% | $2,623+55.9% |
| Participant deferral / active EE | $8,750 | $7,139+22.6% | $9,131-4.2% | $4,346+101.3% |
| Admin fee / account holder | $9,885 | $1,260+684.8% | $13,901-28.9% | $1,942+409.1% |