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 | $104,003 | $91,538+13.6% | $129,995-20.0% | $75,163+38.4% |
| Participation rate | 97.7% | 71.4%+26.3pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 15.35% | -631.11%+646.5pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,451 | $2,845-13.9% | $4,320-43.3% | $2,670-8.2% |
| Participant deferral / active EE | $4,827 | $4,341+11.2% | $5,820-17.1% | $4,125+17.0% |
| Admin fee / account holder | $16,043 | $6,790+136.3% | $10,614+51.1% | $5,651+183.9% |