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 | $111,481 | $133,958-16.8% | $112,228-0.7% | $134,475-17.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.77% | 47.11%-43.3pp | 27.45%-23.7pp | 417.96%-414.2pp |
| Employer contribution / active EE | $4,257 | $4,038+5.4% | $3,635+17.1% | $4,740-10.2% |
| Participant deferral / active EE | $7,669 | $5,291+44.9% | $4,728+62.2% | $6,400+19.8% |
| Admin fee / account holder | $10,112 | $7,489+35.0% | $6,410+57.7% | $11,426-11.5% |