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 | $112,255 | $98,750+13.7% | $149,696-25.0% | $79,858+40.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.49% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,601 | $3,216-19.1% | $4,644-44.0% | $2,471+5.3% |
| Participant deferral / active EE | $8,012 | $5,680+41.1% | $6,842+17.1% | $3,740+114.2% |
| Admin fee / account holder | $1,228 | $6,053-79.7% | $9,309-86.8% | $5,306-76.9% |