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 | $105,749 | $117,841-10.3% | $102,423+3.2% | $145,922-27.5% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 17.66% | 31.65%-14.0pp | 29.32%-11.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $5,467 | $3,615+51.2% | $3,023+80.8% | $4,660+17.3% |
| Participant deferral / active EE | $14,301 | $5,731+149.6% | $5,053+183.0% | $6,688+113.8% |
| Admin fee / account holder | $52,350 | $13,326+292.8% | $9,451+453.9% | $13,397+290.8% |