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 | $113,395 | $121,625-6.8% | $104,607+8.4% | $158,922-28.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.04% | 465.26%-439.2pp | 340.46%-314.4pp | 302.83%-276.8pp |
| Employer contribution / active EE | $773 | $3,163-75.6% | $2,681-71.2% | $4,761-83.8% |
| Participant deferral / active EE | $2,445 | $4,177-41.5% | $3,740-34.6% | $5,982-59.1% |
| Admin fee / account holder | $25,746 | $7,787+230.6% | $6,473+297.7% | $11,246+128.9% |