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 | $113,563 | $85,022+33.6% | $70,515+61.0% | $139,434-18.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.95% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,531 | $3,909-35.3% | $2,973-14.9% | $4,751-46.7% |
| Participant deferral / active EE | $4,321 | $5,890-26.7% | $4,567-5.4% | $6,710-35.6% |
| Admin fee / account holder | $17,041 | $8,906+91.4% | $6,412+165.8% | $11,403+49.5% |