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 | $102,151 | $197,591-48.3% | $177,821-42.6% | $158,922-35.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.35% | 58.76%-39.4pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,850 | $6,697-57.4% | $5,918-51.8% | $4,761-40.1% |
| Participant deferral / active EE | $4,679 | $8,405-44.3% | $7,714-39.3% | $5,982-21.8% |
| Admin fee / account holder | $3,297 | $15,399-78.6% | $12,427-73.5% | $11,246-70.7% |