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 | $105,145 | $96,484+9.0% | $75,886+38.6% | $152,861-31.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.13% | 33.98%-17.9pp | 30.76%-14.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,140 | $3,309-35.3% | $2,500-14.4% | $4,762-55.1% |
| Participant deferral / active EE | $4,021 | $4,553-11.7% | $3,603+11.6% | $5,850-31.3% |
| Admin fee / account holder | $4,265 | $8,078-47.2% | $5,418-21.3% | $11,596-63.2% |