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 | $115,215 | $117,983-2.3% | $101,794+13.2% | $142,382-19.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.58% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,152 | $2,773+13.7% | $2,289+37.7% | $4,299-26.7% |
| Participant deferral / active EE | $5,182 | $4,714+9.9% | $4,084+26.9% | $6,507-20.4% |
| Admin fee / account holder | $481 | $10,433-95.4% | $8,777-94.5% | $12,624-96.2% |