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 | $100,962 | $118,680-14.9% | $98,907+2.1% | $158,922-36.5% |
| Participation rate | 81.3% | 77.8%+3.4pp | 76.0%+5.2pp | 82.0%-0.7pp |
| Annual return | 19.78% | 372.35%-352.6pp | 196.43%-176.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $4,522 | $3,333+35.7% | $2,689+68.2% | $4,761-5.0% |
| Participant deferral / active EE | $11,037 | $5,088+116.9% | $4,244+160.1% | $5,982+84.5% |
| Admin fee / account holder | $1,911 | $10,131-81.1% | $6,642-71.2% | $11,246-83.0% |