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 | $115,036 | $183,519-37.3% | $155,509-26.0% | $145,922-21.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.40% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $6,224 | $5,313+17.2% | $4,672+33.2% | $4,660+33.6% |
| Participant deferral / active EE | $3,675 | $6,462-43.1% | $5,626-34.7% | $6,688-45.1% |
| Admin fee / account holder | $1,668 | $19,313-91.4% | $15,912-89.5% | $13,397-87.5% |