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 | $101,167 | $100,041+1.1% | $149,718-32.4% | $70,131+44.3% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 19.38% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,418 | $3,662-61.3% | $5,445-74.0% | $2,342-39.5% |
| Participant deferral / active EE | $3,469 | $4,983-30.4% | $6,569-47.2% | $3,332+4.1% |
| Admin fee / account holder | $6,074 | $8,286-26.7% | $11,283-46.2% | $4,645+30.7% |