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 | $101,777 | $106,584-4.5% | $101,326+0.4% | $142,382-28.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.02% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,469 | $3,956-12.3% | $3,665-5.3% | $4,299-19.3% |
| Participant deferral / active EE | $6,490 | $8,297-21.8% | $7,994-18.8% | $6,507-0.3% |
| Admin fee / account holder | $87,817 | $11,446+667.2% | $11,185+685.1% | $12,624+595.7% |