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 | $110,500 | $104,907+5.3% | $84,611+30.6% | $152,861-27.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.05% | 373.79%-350.7pp | 258.74%-235.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,724 | $3,302-47.8% | $2,652-35.0% | $4,762-63.8% |
| Participant deferral / active EE | $3,695 | $4,688-21.2% | $3,899-5.2% | $5,850-36.8% |
| Admin fee / account holder | $1,594 | $6,241-74.5% | $4,912-67.6% | $11,596-86.3% |