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 | $95,882 | $124,319-22.9% | $111,297-13.9% | $167,490-42.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.22% | 37.44%-26.2pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,229 | $3,435-6.0% | $2,731+18.2% | $4,837-33.2% |
| Participant deferral / active EE | $6,121 | $5,180+18.1% | $4,487+36.4% | $6,341-3.5% |
| Admin fee / account holder | $37,283 | $10,618+251.1% | $7,964+368.2% | $12,309+202.9% |