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 | $105,251 | $115,882-9.2% | $100,516+4.7% | $158,922-33.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.18% | 34.79%-25.6pp | 30.89%-21.7pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,828 | $4,103-31.1% | $3,418-17.2% | $4,761-40.6% |
| Participant deferral / active EE | $8,667 | $6,674+29.9% | $6,270+38.2% | $5,982+44.9% |
| Admin fee / account holder | $321 | $10,995-97.1% | $8,081-96.0% | $11,246-97.1% |