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 | $106,113 | $140,940-24.7% | $112,229-5.4% | $139,434-23.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.71% | 32.71%-9.0pp | 30.20%-6.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,908 | $4,283-32.1% | $3,430-15.2% | $4,751-38.8% |
| Participant deferral / active EE | $3,373 | $5,874-42.6% | $4,798-29.7% | $6,710-49.7% |
| Admin fee / account holder | $7,980 | $9,954-19.8% | $7,748+3.0% | $11,403-30.0% |