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 | $112,669 | $111,301+1.2% | $112,977-0.3% | $158,922-29.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.78% | 26.40%-11.6pp | 24.24%-9.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $11,364 | $4,471+154.2% | $4,255+167.1% | $4,761+138.7% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,763 | $8,392-79.0% | $6,294-72.0% | $11,246-84.3% |