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 | $102,690 | $117,983-13.0% | $101,794+0.9% | $142,382-27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.97% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,309 | $2,773+199.7% | $2,289+263.0% | $4,299+93.3% |
| Participant deferral / active EE | $8,440 | $4,714+79.1% | $4,084+106.7% | $6,507+29.7% |
| Admin fee / account holder | $19,826 | $10,433+90.0% | $8,777+125.9% | $12,624+57.1% |