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 | $97,908 | $124,319-21.2% | $111,297-12.0% | $167,490-41.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.57% | 37.44%-23.9pp | 54.65%-41.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $5,588 | $3,435+62.7% | $2,731+104.6% | $4,837+15.5% |
| Participant deferral / active EE | $2,321 | $5,180-55.2% | $4,487-48.3% | $6,341-63.4% |
| Admin fee / account holder | $10,478 | $10,618-1.3% | $7,964+31.6% | $12,309-14.9% |