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 | $92,782 | $91,538+1.4% | $129,995-28.6% | $75,163+23.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.30% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,201 | $2,845-22.6% | $4,320-49.0% | $2,670-17.6% |
| Participant deferral / active EE | $6,109 | $4,341+40.7% | $5,820+5.0% | $4,125+48.1% |
| Admin fee / account holder | $5,021 | $6,790-26.1% | $10,614-52.7% | $5,651-11.2% |