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 | $110,333 | $72,404+52.4% | $110,238+0.1% | $64,186+71.9% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | 9.68% | -6.29%+16.0pp | 314.74%-305.1pp | 7.63%+2.0pp |
| Employer contribution / active EE | $563 | $2,282-75.3% | $3,826-85.3% | $2,381-76.3% |
| Participant deferral / active EE | $3,899 | $3,469+12.4% | $4,672-16.5% | $3,470+12.4% |
| Admin fee / account holder | $4,127 | $5,664-27.1% | $8,547-51.7% | $4,888-15.6% |