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 | $106,585 | $102,966+3.5% | $90,281+18.1% | $152,861-30.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.41% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,057 | $3,139-2.6% | $2,854+7.1% | $4,762-35.8% |
| Participant deferral / active EE | $6,193 | $4,281+44.7% | $3,885+59.4% | $5,850+5.9% |
| Admin fee / account holder | $825 | $6,171-86.6% | $5,351-84.6% | $11,596-92.9% |