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 | $98,058 | $94,752+3.5% | $112,887-13.1% | $139,434-29.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.69% | 40.88%-19.2pp | 34.10%-12.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $9,317 | $4,625+101.4% | $4,563+104.2% | $4,751+96.1% |
| Participant deferral / active EE | $8,948 | $6,512+37.4% | $6,513+37.4% | $6,710+33.4% |
| Admin fee / account holder | $6,022 | $8,527-29.4% | $7,047-14.5% | $11,403-47.2% |