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 | $102,862 | $99,985+2.9% | $146,665-29.9% | $85,850+19.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.52% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,122 | $2,559-17.1% | $4,136-48.7% | $2,565-17.3% |
| Participant deferral / active EE | $7,201 | $4,006+79.8% | $5,506+30.8% | $3,952+82.2% |
| Admin fee / account holder | $12,592 | $7,702+63.5% | $10,280+22.5% | $6,260+101.2% |