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 | $115,925 | $104,974+10.4% | $95,585+21.3% | $142,382-18.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,951 | $2,779-29.8% | $2,527-22.8% | $4,299-54.6% |
| Participant deferral / active EE | $6,894 | $4,352+58.4% | $4,023+71.4% | $6,507+5.9% |
| Admin fee / account holder | $2,585 | $6,386-59.5% | $6,127-57.8% | $12,624-79.5% |