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 | $107,326 | $111,754-4.0% | $103,333+3.9% | $145,922-26.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 24.77%-14.9pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $11,174 | $4,212+165.3% | $3,868+188.9% | $4,660+139.8% |
| Participant deferral / active EE | $19,806 | $5,619+252.5% | $5,057+291.6% | $6,688+196.1% |
| Admin fee / account holder | $22,434 | $9,750+130.1% | $8,355+168.5% | $13,397+67.5% |