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 | $103,474 | $101,069+2.4% | $81,478+27.0% | $147,584-29.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.36% | 32.40%-24.0pp | 38.78%-30.4pp | 578.55%-570.2pp |
| Employer contribution / active EE | $24,370 | $3,205+660.3% | $2,568+849.1% | $4,876+399.8% |
| Participant deferral / active EE | $14,634 | $4,242+245.0% | $3,537+313.8% | $5,439+169.1% |
| Admin fee / account holder | $522 | $5,812-91.0% | $4,561-88.6% | $10,885-95.2% |