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 | $100,278 | $111,301-9.9% | $112,977-11.2% | $158,922-36.9% |
| Participation rate | 70.8% | 83.5%-12.7pp | 82.6%-11.7pp | 82.0%-11.1pp |
| Annual return | 17.23% | 26.40%-9.2pp | 24.24%-7.0pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,513 | $4,471-66.2% | $4,255-64.4% | $4,761-68.2% |
| Participant deferral / active EE | $2,022 | $5,880-65.6% | $5,836-65.4% | $5,982-66.2% |
| Admin fee / account holder | $10,884 | $8,392+29.7% | $6,294+72.9% | $11,246-3.2% |