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 | $112,041 | $165,984-32.5% | $164,813-32.0% | $145,922-23.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.40% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,590 | $5,273-31.9% | $4,341-17.3% | $4,660-23.0% |
| Participant deferral / active EE | $5,509 | $6,959-20.8% | $6,031-8.7% | $6,688-17.6% |
| Admin fee / account holder | $3,826 | $16,648-77.0% | $12,690-69.9% | $13,397-71.4% |