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 9-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 | $121,251 | $111,754+8.5% | $103,333+17.3% | $145,922-16.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,745 | $4,212-34.8% | $3,868-29.0% | $4,660-41.1% |
| Participant deferral / active EE | $8,785 | $5,619+56.4% | $5,057+73.7% | $6,688+31.4% |
| Admin fee / account holder | $70,105 | $9,750+619.0% | $8,355+739.1% | $13,397+423.3% |