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 | $105,739 | $85,022+24.4% | $70,515+50.0% | $139,434-24.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.83% | 30.38%-16.6pp | 32.77%-18.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,093 | $3,909-20.9% | $2,973+4.0% | $4,751-34.9% |
| Participant deferral / active EE | $7,083 | $5,890+20.2% | $4,567+55.1% | $6,710+5.6% |
| Admin fee / account holder | $1,534 | $8,906-82.8% | $6,412-76.1% | $11,403-86.5% |