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 | $106,840 | $209,832-49.1% | $189,513-43.6% | $167,490-36.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 17.18% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,996 | $6,914-71.1% | $6,162-67.6% | $4,837-58.7% |
| Participant deferral / active EE | $8,206 | $8,935-8.2% | $8,221-0.2% | $6,341+29.4% |
| Admin fee / account holder | $4,846 | $14,293-66.1% | $12,045-59.8% | $12,309-60.6% |