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 | $101,580 | $117,983-13.9% | $101,794-0.2% | $142,382-28.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 58.00% | 36.92%+21.1pp | 30.53%+27.5pp | 217.08%-159.1pp |
| Employer contribution / active EE | $1,466 | $2,773-47.1% | $2,289-36.0% | $4,299-65.9% |
| Participant deferral / active EE | $3,076 | $4,714-34.8% | $4,084-24.7% | $6,507-52.7% |
| Admin fee / account holder | $2,661 | $10,433-74.5% | $8,777-69.7% | $12,624-78.9% |