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 | $109,212 | $110,257-0.9% | $96,544+13.1% | $139,434-21.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.63% | 26.32%-4.7pp | 25.84%-4.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $6,313 | $3,620+74.4% | $2,965+112.9% | $4,751+32.9% |
| Participant deferral / active EE | $9,655 | $5,548+74.0% | $4,851+99.0% | $6,710+43.9% |
| Admin fee / account holder | $2,347 | $11,591-79.7% | $8,252-71.6% | $11,403-79.4% |