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 | $100,201 | $127,065-21.1% | $113,168-11.5% | $142,382-29.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 60.62% | 24.03%+36.6pp | 24.27%+36.4pp | 217.08%-156.5pp |
| Employer contribution / active EE | $2,627 | $3,442-23.7% | $2,975-11.7% | $4,299-38.9% |
| Participant deferral / active EE | $8,249 | $5,716+44.3% | $5,107+61.5% | $6,507+26.8% |
| Admin fee / account holder | $2,151 | $15,736-86.3% | $12,068-82.2% | $12,624-83.0% |