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 | $111,532 | $115,770-3.7% | $101,248+10.2% | $158,922-29.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.69% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,164 | $4,175-24.2% | $3,660-13.5% | $4,761-33.6% |
| Participant deferral / active EE | $10,470 | $4,957+111.2% | $4,370+139.6% | $5,982+75.0% |
| Admin fee / account holder | $3,874 | $7,245-46.5% | $5,945-34.8% | $11,246-65.6% |