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 | $111,203 | $116,175-4.3% | $93,606+18.8% | $152,861-27.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.92% | 35.96%-16.0pp | 32.76%-12.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,192 | $3,218-31.9% | $2,718-19.3% | $4,762-54.0% |
| Participant deferral / active EE | $7,602 | $4,603+65.1% | $4,069+86.8% | $5,850+29.9% |
| Admin fee / account holder | $2,052 | $10,748-80.9% | $7,888-74.0% | $11,596-82.3% |