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 | $108,480 | $104,974+3.3% | $95,585+13.5% | $142,382-23.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.59% | 210.33%-195.7pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,073 | $2,779+118.6% | $2,527+140.4% | $4,299+41.3% |
| Participant deferral / active EE | $3,099 | $4,352-28.8% | $4,023-23.0% | $6,507-52.4% |
| Admin fee / account holder | $2,483 | $6,386-61.1% | $6,127-59.5% | $12,624-80.3% |