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 | $98,425 | $99,020-0.6% | $86,590+13.7% | $147,584-33.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 11.41% | 1312.34%-1300.9pp | 964.84%-953.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,927 | $3,132-6.5% | $2,839+3.1% | $4,876-40.0% |
| Participant deferral / active EE | $2,079 | $3,972-47.7% | $3,609-42.4% | $5,439-61.8% |
| Admin fee / account holder | $24,861 | $5,710+335.4% | $4,906+406.8% | $10,885+128.4% |