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 | $100,985 | $103,376-2.3% | $87,100+15.9% | $152,861-33.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.84% | 28.10%-10.3pp | 28.19%-10.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $9,407 | $3,220+192.1% | $2,521+273.1% | $4,762+97.5% |
| Participant deferral / active EE | $7,902 | $4,778+65.4% | $4,049+95.2% | $5,850+35.1% |
| Admin fee / account holder | $6,572 | $12,205-46.2% | $7,497-12.3% | $11,596-43.3% |