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 | $105,144 | $117,841-10.8% | $102,423+2.7% | $145,922-27.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 10.71% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,090 | $3,615-69.8% | $3,023-63.9% | $4,660-76.6% |
| Participant deferral / active EE | $4,288 | $5,731-25.2% | $5,053-15.1% | $6,688-35.9% |
| Admin fee / account holder | $17,739 | $13,326+33.1% | $9,451+87.7% | $13,397+32.4% |