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 | $103,033 | $98,240+4.9% | $82,313+25.2% | $147,584-30.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.88% | 30.85%-10.0pp | 25.88%-5.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,031 | $3,192-5.0% | $2,428+24.8% | $4,876-37.9% |
| Participant deferral / active EE | $6,294 | $4,383+43.6% | $3,706+69.8% | $5,439+15.7% |
| Admin fee / account holder | $1,292 | $8,563-84.9% | $5,608-77.0% | $10,885-88.1% |