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 | $88,126 | $107,334-17.9% | $92,893-5.1% | $152,861-42.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.05% | 145.58%-126.5pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,189 | $4,221-24.5% | $3,653-12.7% | $4,762-33.0% |
| Participant deferral / active EE | $6,632 | $4,845+36.9% | $4,236+56.6% | $5,850+13.4% |
| Admin fee / account holder | $11,284 | $7,079+59.4% | $5,794+94.7% | $11,596-2.7% |