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 9-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 | $103,137 | $102,966+0.2% | $90,281+14.2% | $152,861-32.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.19% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,753 | $3,139-44.1% | $2,854-38.6% | $4,762-63.2% |
| Participant deferral / active EE | $2,890 | $4,281-32.5% | $3,885-25.6% | $5,850-50.6% |
| Admin fee / account holder | $11,706 | $6,171+89.7% | $5,351+118.8% | $11,596+0.9% |