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 | $106,937 | $102,317+4.5% | $146,958-27.2% | $80,856+32.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.06% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,862 | $3,713+84.8% | $4,933+39.1% | $2,755+149.1% |
| Participant deferral / active EE | $7,406 | $6,644+11.5% | $8,070-8.2% | $4,296+72.4% |
| Admin fee / account holder | $7,369 | $7,941-7.2% | $12,998-43.3% | $6,918+6.5% |