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 | $102,502 | $102,966-0.5% | $90,281+13.5% | $152,861-32.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.78% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,425 | $3,139+104.7% | $2,854+125.1% | $4,762+34.9% |
| Participant deferral / active EE | $13,686 | $4,281+219.7% | $3,885+252.2% | $5,850+133.9% |
| Admin fee / account holder | $2,207 | $6,171-64.2% | $5,351-58.8% | $11,596-81.0% |