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 | $100,255 | $157,256-36.2% | $141,162-29.0% | $152,861-34.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.78% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $7,439 | $5,261+41.4% | $4,735+57.1% | $4,762+56.2% |
| Participant deferral / active EE | $8,345 | $7,109+17.4% | $6,709+24.4% | $5,850+42.6% |
| Admin fee / account holder | $816 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |