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 | $101,908 | $110,502-7.8% | $80,716+26.3% | $167,490-39.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.70% | 120.54%-106.8pp | 87.28%-73.6pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,413 | $1,543-8.4% | $1,160+21.8% | $4,837-70.8% |
| Participant deferral / active EE | $4,569 | $2,871+59.2% | $2,146+112.9% | $6,341-27.9% |
| Admin fee / account holder | $4,970 | $4,545+9.4% | $3,380+47.0% | $12,309-59.6% |