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 | $117,059 | $117,983-0.8% | $101,794+15.0% | $142,382-17.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.21% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,675 | $2,773-39.6% | $2,289-26.8% | $4,299-61.0% |
| Participant deferral / active EE | $13,995 | $4,714+196.9% | $4,084+242.7% | $6,507+115.1% |
| Admin fee / account holder | $988 | $10,433-90.5% | $8,777-88.7% | $12,624-92.2% |