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 | $113,884 | $117,983-3.5% | $101,794+11.9% | $142,382-20.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.67% | 36.92%-23.2pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,153 | $2,773-22.3% | $2,289-5.9% | $4,299-49.9% |
| Participant deferral / active EE | $6,017 | $4,714+27.6% | $4,084+47.3% | $6,507-7.5% |
| Admin fee / account holder | $804 | $10,433-92.3% | $8,777-90.8% | $12,624-93.6% |