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 | $116,403 | $109,982+5.8% | $97,226+19.7% | $145,922-20.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.13% | 242.90%-227.8pp | 75.13%-60.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,607 | $3,084+17.0% | $2,729+32.2% | $4,660-22.6% |
| Participant deferral / active EE | $14,510 | $4,676+210.3% | $4,264+240.3% | $6,688+117.0% |
| Admin fee / account holder | $819 | $6,221-86.8% | $5,654-85.5% | $13,397-93.9% |