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 | $104,629 | $108,919-3.9% | $100,391+4.2% | $145,922-28.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,693 | $4,419+6.2% | $3,942+19.1% | $4,660+0.7% |
| Participant deferral / active EE | $8,670 | $8,445+2.7% | $8,082+7.3% | $6,688+29.6% |
| Admin fee / account holder | $9,934 | $9,689+2.5% | $7,899+25.8% | $13,397-25.8% |