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 | $108,474 | $148,534-27.0% | $135,903-20.2% | $139,434-22.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.92% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $9,734 | $5,243+85.6% | $4,856+100.4% | $4,751+104.9% |
| Participant deferral / active EE | $10,924 | $8,100+34.9% | $7,758+40.8% | $6,710+62.8% |
| Admin fee / account holder | $3,162 | $12,400-74.5% | $10,762-70.6% | $11,403-72.3% |