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 | $107,540 | $185,822-42.1% | $169,993-36.7% | $139,434-22.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.47% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,574 | $7,590-52.9% | $6,785-47.3% | $4,751-24.8% |
| Participant deferral / active EE | $8,206 | $11,622-29.4% | $10,408-21.2% | $6,710+22.3% |
| Admin fee / account holder | $7,788 | $15,381-49.4% | $12,815-39.2% | $11,403-31.7% |