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 | $102,741 | $150,187-31.6% | $120,354-14.6% | $145,922-29.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.99% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,750 | $4,348-36.7% | $3,463-20.6% | $4,660-41.0% |
| Participant deferral / active EE | $9,285 | $6,173+50.4% | $4,991+86.0% | $6,688+38.8% |
| Admin fee / account holder | $2,980 | $12,207-75.6% | $9,423-68.4% | $13,397-77.8% |