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 | $109,593 | $127,777-14.2% | $106,548+2.9% | $167,490-34.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.01% | 33.87%-19.9pp | 26.80%-12.8pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,523 | $3,427-55.6% | $2,819-46.0% | $4,837-68.5% |
| Participant deferral / active EE | $2,703 | $5,087-46.9% | $4,398-38.5% | $6,341-57.4% |
| Admin fee / account holder | $846 | $11,228-92.5% | $7,407-88.6% | $12,309-93.1% |