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 | $110,644 | $148,534-25.5% | $135,903-18.6% | $139,434-20.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.29% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,964 | $5,243-62.5% | $4,856-59.6% | $4,751-58.7% |
| Participant deferral / active EE | $12,363 | $8,100+52.6% | $7,758+59.4% | $6,710+84.2% |
| Admin fee / account holder | $7,865 | $12,400-36.6% | $10,762-26.9% | $11,403-31.0% |