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 | $107,776 | $150,187-28.2% | $120,354-10.5% | $145,922-26.1% |
| Participation rate | 92.3% | 78.8%+13.6pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 14.35% | 154.07%-139.7pp | 107.15%-92.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,923 | $4,348-55.8% | $3,463-44.5% | $4,660-58.7% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $15,944 | $12,207+30.6% | $9,423+69.2% | $13,397+19.0% |