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 | $99,392 | $106,515-6.7% | $96,683+2.8% | $139,434-28.7% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 15.93% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,810 | $5,454+43.2% | $4,878+60.1% | $6,710+16.4% |
| Admin fee / account holder | $10,352 | $7,877+31.4% | $6,730+53.8% | $11,403-9.2% |