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 | $103,581 | $103,376+0.2% | $87,100+18.9% | $152,861-32.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.15% | 28.10%-4.9pp | 28.19%-5.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,785 | $3,220-13.5% | $2,521+10.5% | $4,762-41.5% |
| Participant deferral / active EE | $3,438 | $4,778-28.0% | $4,049-15.1% | $5,850-41.2% |
| Admin fee / account holder | $26,255 | $12,205+115.1% | $7,497+250.2% | $11,596+126.4% |