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 | $101,244 | $108,919-7.0% | $100,391+0.8% | $145,922-30.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.91% | 57.88%-45.0pp | 49.20%-36.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $746 | $4,419-83.1% | $3,942-81.1% | $4,660-84.0% |
| Participant deferral / active EE | $7,234 | $8,445-14.3% | $8,082-10.5% | $6,688+8.2% |
| Admin fee / account holder | $975 | $9,689-89.9% | $7,899-87.7% | $13,397-92.7% |