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 | $103,333 | $115,770-10.7% | $101,248+2.1% | $158,922-35.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 10.63% | 56.14%-45.5pp | 46.47%-35.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,966 | $4,175-52.9% | $3,660-46.3% | $4,761-58.7% |
| Participant deferral / active EE | $2,381 | $4,957-52.0% | $4,370-45.5% | $5,982-60.2% |
| Admin fee / account holder | $6,191 | $7,245-14.5% | $5,945+4.1% | $11,246-44.9% |