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 | $117,978 | $115,770+1.9% | $101,248+16.5% | $158,922-25.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.20% | 56.14%-36.9pp | 46.47%-27.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $3,349 | $4,175-19.8% | $3,660-8.5% | $4,761-29.7% |
| Participant deferral / active EE | $9,775 | $4,957+97.2% | $4,370+123.7% | $5,982+63.4% |
| Admin fee / account holder | $7,878 | $7,245+8.7% | $5,945+32.5% | $11,246-29.9% |