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 | $101,042 | $115,770-12.7% | $101,248-0.2% | $158,922-36.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.64% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.2pp |
| Employer contribution / active EE | $6,623 | $4,175+58.6% | $3,660+81.0% | $4,761+39.1% |
| Participant deferral / active EE | $2,261 | $4,957-54.4% | $4,370-48.3% | $5,982-62.2% |
| Admin fee / account holder | $6,638 | $7,245-8.4% | $5,945+11.6% | $11,246-41.0% |