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 | $117,091 | $96,635+21.2% | $86,612+35.2% | $139,434-16.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.64% | 106.41%-83.8pp | 591.07%-568.4pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,331 | $3,263-28.6% | $3,022-22.9% | $4,751-50.9% |
| Participant deferral / active EE | $3,625 | $4,836-25.0% | $4,438-18.3% | $6,710-46.0% |
| Admin fee / account holder | $1,354 | $6,408-78.9% | $5,614-75.9% | $11,403-88.1% |