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 | $103,999 | $109,881-5.4% | $150,045-30.7% | $84,808+22.6% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 20.39% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,516 | $3,561-29.3% | $4,693-46.4% | $2,631-4.4% |
| Participant deferral / active EE | $8,640 | $6,636+30.2% | $7,997+8.0% | $4,212+105.2% |
| Admin fee / account holder | $34,100 | $8,568+298.0% | $13,435+153.8% | $7,344+364.3% |