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 | $107,158 | $127,065-15.7% | $113,168-5.3% | $142,382-24.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.64% | 24.03%-13.4pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,303 | $3,442-33.1% | $2,975-22.6% | $4,299-46.4% |
| Participant deferral / active EE | $4,897 | $5,716-14.3% | $5,107-4.1% | $6,507-24.8% |
| Admin fee / account holder | $77,408 | $15,736+391.9% | $12,068+541.5% | $12,624+513.2% |