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 | $110,985 | $124,281-10.7% | $109,143+1.7% | $167,490-33.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 13.21% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,140 | $4,207-49.1% | $3,722-42.5% | $4,837-55.8% |
| Participant deferral / active EE | $7,593 | $5,255+44.5% | $4,653+63.2% | $6,341+19.7% |
| Admin fee / account holder | $2,710 | $7,970-66.0% | $6,752-59.9% | $12,309-78.0% |