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 | $112,887 | $127,065-11.2% | $113,168-0.2% | $142,382-20.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.74% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,578 | $3,442+33.0% | $2,975+53.9% | $4,299+6.5% |
| Participant deferral / active EE | $18,948 | $5,716+231.5% | $5,107+271.0% | $6,507+191.2% |
| Admin fee / account holder | $838 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |