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 | $114,825 | $117,841-2.6% | $102,423+12.1% | $145,922-21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.51% | 31.65%-14.1pp | 29.32%-11.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $10,126 | $3,615+180.1% | $3,023+234.9% | $4,660+117.3% |
| Participant deferral / active EE | $31,256 | $5,731+445.4% | $5,053+518.6% | $6,688+367.4% |
| Admin fee / account holder | $83,717 | $13,326+528.2% | $9,451+785.8% | $13,397+524.9% |