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 | $109,783 | $133,922-18.0% | $116,228-5.5% | $142,382-22.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 93.67% | 147.76%-54.1pp | 90.06%+3.6pp | 217.08%-123.4pp |
| Employer contribution / active EE | $3,599 | $3,446+4.5% | $2,994+20.2% | $4,299-16.3% |
| Participant deferral / active EE | $6,054 | $5,672+6.7% | $4,953+22.2% | $6,507-7.0% |
| Admin fee / account holder | $59,719 | $14,945+299.6% | $11,989+398.1% | $12,624+373.1% |