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 | $102,100 | $94,625+7.9% | $116,228-12.2% | $84,808+20.4% |
| Participation rate | 76.0% | 70.4%+5.6pp | 74.6%+1.5pp | 68.3%+7.7pp |
| Annual return | 14.84% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,015 | $2,347-56.8% | $2,994-66.1% | $2,631-61.4% |
| Participant deferral / active EE | $3,983 | $3,972+0.3% | $4,953-19.6% | $4,212-5.4% |
| Admin fee / account holder | $1,912 | $10,091-81.0% | $11,989-84.0% | $7,344-74.0% |