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 | $115,465 | $106,515+8.4% | $96,683+19.4% | $139,434-17.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.68% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $11,006 | $4,103+168.3% | $3,737+194.5% | $4,751+131.7% |
| Participant deferral / active EE | $8,103 | $5,454+48.6% | $4,878+66.1% | $6,710+20.8% |
| Admin fee / account holder | $79,728 | $7,877+912.2% | $6,730+1084.7% | $11,403+599.2% |