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 | $106,313 | $111,754-4.9% | $103,333+2.9% | $145,922-27.1% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 9.43% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,010 | $4,212-52.3% | $3,868-48.0% | $4,660-56.9% |
| Participant deferral / active EE | $7,474 | $5,619+33.0% | $5,057+47.8% | $6,688+11.8% |
| Admin fee / account holder | $34,758 | $9,750+256.5% | $8,355+316.0% | $13,397+159.4% |