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 | $106,809 | $124,319-14.1% | $111,297-4.0% | $167,490-36.2% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 9.35% | 37.44%-28.1pp | 54.65%-45.3pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,500 | $3,435-56.3% | $2,731-45.1% | $4,837-69.0% |
| Participant deferral / active EE | $3,347 | $5,180-35.4% | $4,487-25.4% | $6,341-47.2% |
| Admin fee / account holder | $317 | $10,618-97.0% | $7,964-96.0% | $12,309-97.4% |