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 | $103,599 | $157,256-34.1% | $141,162-26.6% | $152,861-32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.63% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,605 | $5,261-31.5% | $4,735-23.9% | $4,762-24.3% |
| Participant deferral / active EE | $8,038 | $7,109+13.1% | $6,709+19.8% | $5,850+37.4% |
| Admin fee / account holder | $6,987 | $12,120-42.4% | $10,261-31.9% | $11,596-39.8% |