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 | $103,101 | $124,281-17.0% | $109,143-5.5% | $167,490-38.4% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 14.63% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,614 | $4,207-14.1% | $3,722-2.9% | $4,837-25.3% |
| Participant deferral / active EE | $6,264 | $5,255+19.2% | $4,653+34.6% | $6,341-1.2% |
| Admin fee / account holder | $3,977 | $7,970-50.1% | $6,752-41.1% | $12,309-67.7% |