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 | $106,129 | $95,266+11.4% | $82,389+28.8% | $142,382-25.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.94% | 25.74%-11.8pp | 28.67%-14.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,418 | $2,991+14.3% | $2,517+35.8% | $4,299-20.5% |
| Participant deferral / active EE | $5,232 | $4,809+8.8% | $4,155+25.9% | $6,507-19.6% |
| Admin fee / account holder | $33,263 | $8,563+288.4% | $7,231+360.0% | $12,624+163.5% |