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 | $102,293 | $98,240+4.1% | $82,313+24.3% | $147,584-30.7% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+18.9pp | 82.8%+13.0pp |
| Annual return | 13.84% | 30.85%-17.0pp | 25.88%-12.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,986 | $4,383+13.8% | $3,706+34.5% | $5,439-8.3% |
| Admin fee / account holder | $4,975 | $8,563-41.9% | $5,608-11.3% | $10,885-54.3% |