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 | $113,695 | $157,256-27.7% | $141,162-19.5% | $152,861-25.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.34% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $6,821 | $5,261+29.7% | $4,735+44.1% | $4,762+43.2% |
| Participant deferral / active EE | $3,120 | $7,109-56.1% | $6,709-53.5% | $5,850-46.7% |
| Admin fee / account holder | $30,868 | $12,120+154.7% | $10,261+200.8% | $11,596+166.2% |