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 5-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 | $106,297 | $111,754-4.9% | $103,333+2.9% | $145,922-27.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.09% | 24.77%+7.3pp | 24.88%+7.2pp | 561.29%-529.2pp |
| Employer contribution / active EE | $12,947 | $4,212+207.3% | $3,868+234.7% | $4,660+177.8% |
| Participant deferral / active EE | $7,199 | $5,619+28.1% | $5,057+42.4% | $6,688+7.7% |
| Admin fee / account holder | $8,318 | $9,750-14.7% | $8,355-0.4% | $13,397-37.9% |