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 | $100,814 | $78,672+28.1% | $109,143-7.6% | $85,850+17.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.08% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,441 | $2,735+25.8% | $3,722-7.5% | $2,565+34.2% |
| Participant deferral / active EE | $6,193 | $3,467+78.6% | $4,653+33.1% | $3,952+56.7% |
| Admin fee / account holder | $2,145 | $5,469-60.8% | $6,752-68.2% | $6,260-65.7% |