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 | $115,901 | $106,515+8.8% | $96,683+19.9% | $139,434-16.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.11% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,245 | $4,103+27.8% | $3,737+40.4% | $4,751+10.4% |
| Participant deferral / active EE | $10,062 | $5,454+84.5% | $4,878+106.3% | $6,710+50.0% |
| Admin fee / account holder | $18,626 | $7,877+136.5% | $6,730+176.8% | $11,403+63.4% |