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 | $105,857 | $157,256-32.7% | $141,162-25.0% | $152,861-30.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.18% | 64.32%-48.1pp | 71.39%-55.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $6,313 | $5,261+20.0% | $4,735+33.3% | $4,762+32.6% |
| Participant deferral / active EE | $3,779 | $7,109-46.8% | $6,709-43.7% | $5,850-35.4% |
| Admin fee / account holder | $76,525 | $12,120+531.4% | $10,261+645.8% | $11,596+559.9% |