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 | $104,310 | $110,261-5.4% | $95,745+8.9% | $139,434-25.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.44% | 27.11%-12.7pp | 28.35%-13.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,931 | $3,257-10.0% | $2,835+3.4% | $4,751-38.3% |
| Participant deferral / active EE | $5,863 | $4,676+25.4% | $4,245+38.1% | $6,710-12.6% |
| Admin fee / account holder | $1,390 | $6,613-79.0% | $5,678-75.5% | $11,403-87.8% |