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 | $141,711 | $165,984-14.6% | $164,813-14.0% | $145,922-2.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.58% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,595 | $5,273-31.8% | $4,341-17.2% | $4,660-22.9% |
| Participant deferral / active EE | $5,999 | $6,959-13.8% | $6,031-0.5% | $6,688-10.3% |
| Admin fee / account holder | $46,630 | $16,648+180.1% | $12,690+267.5% | $13,397+248.1% |