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 | $104,010 | $150,187-30.7% | $120,354-13.6% | $145,922-28.7% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 10.15% | 154.07%-143.9pp | 107.15%-97.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,347 | $4,348-46.0% | $3,463-32.2% | $4,660-49.6% |
| Participant deferral / active EE | $3,125 | $6,173-49.4% | $4,991-37.4% | $6,688-53.3% |
| Admin fee / account holder | $2,525 | $12,207-79.3% | $9,423-73.2% | $13,397-81.2% |