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 | $101,697 | $99,652+2.1% | $78,778+29.1% | $147,584-31.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.50% | 47.28%-30.8pp | 35.62%-19.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,810 | $2,796-35.3% | $1,986-8.9% | $4,876-62.9% |
| Participant deferral / active EE | $8,810 | $3,664+140.5% | $2,958+197.8% | $5,439+62.0% |
| Admin fee / account holder | $6,240 | $7,155-12.8% | $5,134+21.5% | $10,885-42.7% |