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 | $102,152 | $148,534-31.2% | $135,903-24.8% | $139,434-26.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $15,899 | $5,243+203.2% | $4,856+227.4% | $4,751+234.7% |
| Participant deferral / active EE | $7,263 | $8,100-10.3% | $7,758-6.4% | $6,710+8.2% |
| Admin fee / account holder | $50,139 | $12,400+304.4% | $10,762+365.9% | $11,403+339.7% |