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 | $113,426 | $117,983-3.9% | $101,794+11.4% | $142,382-20.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.53% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $23,033 | $2,773+730.7% | $2,289+906.3% | $4,299+435.8% |
| Participant deferral / active EE | $5,298 | $4,714+12.4% | $4,084+29.7% | $6,507-18.6% |
| Admin fee / account holder | $76,087 | $10,433+629.3% | $8,777+766.9% | $12,624+502.7% |