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 4-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 | $107,320 | $126,574-15.2% | $106,213+1.0% | $145,922-26.5% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 17.61% | 224.79%-207.2pp | 116.14%-98.5pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,634 | $3,730-56.2% | $3,171-48.5% | $4,660-64.9% |
| Participant deferral / active EE | $5,546 | $5,724-3.1% | $5,016+10.6% | $6,688-17.1% |
| Admin fee / account holder | $71,439 | $17,304+312.9% | $11,033+547.5% | $13,397+433.2% |