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 | $105,440 | $117,841-10.5% | $102,423+2.9% | $145,922-27.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,161 | $3,615+98.1% | $3,023+136.9% | $4,660+53.7% |
| Participant deferral / active EE | $18,885 | $5,731+229.5% | $5,053+273.7% | $6,688+182.4% |
| Admin fee / account holder | $7,030 | $13,326-47.2% | $9,451-25.6% | $13,397-47.5% |