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 | $127,080 | $111,754+13.7% | $103,333+23.0% | $145,922-12.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,490 | $4,212-40.9% | $3,868-35.6% | $4,660-46.6% |
| Participant deferral / active EE | $4,417 | $5,619-21.4% | $5,057-12.7% | $6,688-34.0% |
| Admin fee / account holder | $5,283 | $9,750-45.8% | $8,355-36.8% | $13,397-60.6% |