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 | $108,471 | $106,584+1.8% | $101,326+7.1% | $142,382-23.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.69% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,127 | $3,956-71.5% | $3,665-69.2% | $4,299-73.8% |
| Participant deferral / active EE | $10,983 | $8,297+32.4% | $7,994+37.4% | $6,507+68.8% |
| Admin fee / account holder | $66,377 | $11,446+479.9% | $11,185+493.4% | $12,624+425.8% |