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 | $103,248 | $137,414-24.9% | $189,513-45.5% | $85,850+20.3% |
| Participation rate | 90.4% | 84.6%+5.8pp | 87.8%+2.6pp | 69.3%+21.1pp |
| Annual return | 16.63% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,670 | $4,344-61.6% | $6,162-72.9% | $2,565-34.9% |
| Participant deferral / active EE | $3,969 | $6,260-36.6% | $8,221-51.7% | $3,952+0.4% |
| Admin fee / account holder | $2,910 | $8,630-66.3% | $12,045-75.8% | $6,260-53.5% |