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 | $99,203 | $117,983-15.9% | $101,794-2.5% | $142,382-30.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.45% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,769 | $2,773-36.2% | $2,289-22.7% | $4,299-58.8% |
| Participant deferral / active EE | $2,267 | $4,714-51.9% | $4,084-44.5% | $6,507-65.2% |
| Admin fee / account holder | $5,094 | $10,433-51.2% | $8,777-42.0% | $12,624-59.6% |