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 | $99,626 | $115,770-13.9% | $101,248-1.6% | $158,922-37.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.57% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,477 | $4,175-64.6% | $3,660-59.6% | $4,761-69.0% |
| Participant deferral / active EE | $2,997 | $4,957-39.5% | $4,370-31.4% | $5,982-49.9% |
| Admin fee / account holder | $7,416 | $7,245+2.4% | $5,945+24.7% | $11,246-34.1% |