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 | $98,909 | $115,770-14.6% | $101,248-2.3% | $158,922-37.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.37% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,633 | $4,175+34.9% | $3,660+53.9% | $4,761+18.3% |
| Participant deferral / active EE | $6,669 | $4,957+34.5% | $4,370+52.6% | $5,982+11.5% |
| Admin fee / account holder | $8,749 | $7,245+20.8% | $5,945+47.2% | $11,246-22.2% |