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 | $101,238 | $102,317-1.1% | $146,958-31.1% | $80,856+25.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 20.74% | 134.76%-114.0pp | 418.34%-397.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,661 | $3,713-55.3% | $4,933-66.3% | $2,755-39.7% |
| Participant deferral / active EE | $14,014 | $6,644+110.9% | $8,070+73.7% | $4,296+226.2% |
| Admin fee / account holder | $4,034 | $7,941-49.2% | $12,998-69.0% | $6,918-41.7% |