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 | $113,609 | $127,065-10.6% | $113,168+0.4% | $142,382-20.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.47% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $6,499 | $3,442+88.8% | $2,975+118.4% | $4,299+51.2% |
| Participant deferral / active EE | $2,984 | $5,716-47.8% | $5,107-41.6% | $6,507-54.2% |
| Admin fee / account holder | $17,279 | $15,736+9.8% | $12,068+43.2% | $12,624+36.9% |