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 | $103,769 | $111,754-7.1% | $103,333+0.4% | $145,922-28.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,647 | $4,212-13.4% | $3,868-5.7% | $4,660-21.7% |
| Participant deferral / active EE | $8,601 | $5,619+53.1% | $5,057+70.1% | $6,688+28.6% |
| Admin fee / account holder | $6,224 | $9,750-36.2% | $8,355-25.5% | $13,397-53.5% |