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 | $100,232 | $106,515-5.9% | $96,683+3.7% | $139,434-28.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.04% | 38.43%-6.4pp | 35.69%-3.7pp | 372.94%-340.9pp |
| Employer contribution / active EE | $802 | $4,103-80.5% | $3,737-78.5% | $4,751-83.1% |
| Participant deferral / active EE | $8,181 | $5,454+50.0% | $4,878+67.7% | $6,710+21.9% |
| Admin fee / account holder | $309,549 | $7,877+3829.8% | $6,730+4499.9% | $11,403+2614.7% |