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 | $106,698 | $115,770-7.8% | $101,248+5.4% | $158,922-32.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.04% | 56.14%-41.1pp | 46.47%-31.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $13,786 | $4,175+230.2% | $3,660+276.7% | $4,761+189.6% |
| Participant deferral / active EE | $9,503 | $4,957+91.7% | $4,370+117.5% | $5,982+58.9% |
| Admin fee / account holder | $699 | $7,245-90.4% | $5,945-88.2% | $11,246-93.8% |