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 | $103,120 | $127,264-19.0% | $109,895-6.2% | $167,490-38.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.92% | 22.97%-9.1pp | 29.45%-15.5pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,593 | $3,322+8.2% | $2,842+26.4% | $4,837-25.7% |
| Participant deferral / active EE | $5,317 | $4,514+17.8% | $4,048+31.3% | $6,341-16.2% |
| Admin fee / account holder | $5,738 | $7,114-19.3% | $6,066-5.4% | $12,309-53.4% |