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 | $113,194 | $157,256-28.0% | $141,162-19.8% | $152,861-25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.23% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $4,507 | $5,261-14.3% | $4,735-4.8% | $4,762-5.4% |
| Participant deferral / active EE | $9,359 | $7,109+31.6% | $6,709+39.5% | $5,850+60.0% |
| Admin fee / account holder | $2,571 | $12,120-78.8% | $10,261-74.9% | $11,596-77.8% |