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 | $110,710 | $98,240+12.7% | $82,313+34.5% | $147,584-25.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 30.85%-17.7pp | 25.88%-12.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,646 | $3,192-17.1% | $2,428+9.0% | $4,876-45.7% |
| Participant deferral / active EE | $6,458 | $4,383+47.3% | $3,706+74.3% | $5,439+18.7% |
| Admin fee / account holder | $15,730 | $8,563+83.7% | $5,608+180.5% | $10,885+44.5% |