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 | $111,251 | $112,096-0.8% | $95,952+15.9% | $158,922-30.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.39% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,592 | $3,198-19.0% | $2,541+2.0% | $4,761-45.6% |
| Participant deferral / active EE | $2,312 | $4,784-51.7% | $4,167-44.5% | $5,982-61.4% |
| Admin fee / account holder | $330 | $10,130-96.7% | $6,795-95.1% | $11,246-97.1% |