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 | $117,439 | $115,882+1.3% | $100,516+16.8% | $158,922-26.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.18% | 34.79%-17.6pp | 30.89%-13.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,386 | $4,103-66.2% | $3,418-59.4% | $4,761-70.9% |
| Participant deferral / active EE | $4,278 | $6,674-35.9% | $6,270-31.8% | $5,982-28.5% |
| Admin fee / account holder | $1,596 | $10,995-85.5% | $8,081-80.3% | $11,246-85.8% |