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 | $101,718 | $105,181-3.3% | $159,436-36.2% | $85,850+18.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.78% | 45.07%-25.3pp | 263.57%-243.8pp | 318.53%-298.8pp |
| Employer contribution / active EE | $3,029 | $3,318-8.7% | $4,829-37.3% | $2,565+18.1% |
| Participant deferral / active EE | $8,111 | $5,945+36.4% | $7,352+10.3% | $3,952+105.2% |
| Admin fee / account holder | $2,441 | $6,933-64.8% | $10,799-77.4% | $6,260-61.0% |