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 | $112,112 | $105,931+5.8% | $81,930+36.8% | $158,922-29.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.24% | 38.17%-24.9pp | 29.49%-16.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,890 | $7,800-75.8% | $4,310-56.2% | $4,761-60.3% |
| Participant deferral / active EE | $6,456 | $13,003-50.3% | $7,107-9.2% | $5,982+7.9% |
| Admin fee / account holder | $8,652 | $8,489+1.9% | $5,158+67.7% | $11,246-23.1% |