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 | $106,435 | $133,922-20.5% | $116,228-8.4% | $142,382-25.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.18% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,558 | $3,446-54.8% | $2,994-48.0% | $4,299-63.8% |
| Participant deferral / active EE | $6,880 | $5,672+21.3% | $4,953+38.9% | $6,507+5.7% |
| Admin fee / account holder | $28,526 | $14,945+90.9% | $11,989+137.9% | $12,624+126.0% |