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 | $115,349 | $154,117-25.2% | $129,995-11.3% | $139,434-17.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 10.03% | 32.48%-22.4pp | -137.18%+147.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,992 | $5,289-43.4% | $4,320-30.7% | $4,751-37.0% |
| Participant deferral / active EE | $4,376 | $6,710-34.8% | $5,820-24.8% | $6,710-34.8% |
| Admin fee / account holder | $21,594 | $14,007+54.2% | $10,614+103.4% | $11,403+89.4% |