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 | $113,202 | $111,754+1.3% | $103,333+9.5% | $145,922-22.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.46% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $9,048 | $4,212+114.8% | $3,868+133.9% | $4,660+94.2% |
| Participant deferral / active EE | $5,691 | $5,619+1.3% | $5,057+12.5% | $6,688-14.9% |
| Admin fee / account holder | $2,654 | $9,750-72.8% | $8,355-68.2% | $13,397-80.2% |