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 | $105,873 | $106,890-1.0% | $84,015+26.0% | $152,861-30.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.12% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $11,392 | $2,734+316.6% | $1,983+474.4% | $4,762+139.2% |
| Participant deferral / active EE | $11,684 | $4,011+191.3% | $3,239+260.8% | $5,850+99.7% |
| Admin fee / account holder | $9,061 | $8,285+9.4% | $6,101+48.5% | $11,596-21.9% |