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 | $101,106 | $176,377-42.7% | $134,143-24.6% | $158,922-36.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.10% | 63.63%-51.5pp | 36.33%-24.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,927 | $5,040+17.6% | $3,704+60.0% | $4,761+24.5% |
| Participant deferral / active EE | $2,870 | $4,091-29.9% | $3,499-18.0% | $5,982-52.0% |
| Admin fee / account holder | $1,507 | $8,718-82.7% | $6,684-77.4% | $11,246-86.6% |