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 | $103,025 | $95,416+8.0% | $185,823-44.6% | $85,850+20.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.31% | 23.59%-8.3pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $6,273 | $3,314+89.3% | $5,167+21.4% | $2,565+144.5% |
| Participant deferral / active EE | $3,136 | $3,423-8.4% | $5,568-43.7% | $3,952-20.6% |
| Admin fee / account holder | $6,205 | $7,213-14.0% | $16,237-61.8% | $6,260-0.9% |