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 | $103,431 | $93,373+10.8% | $152,466-32.2% | $85,850+20.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 14.40% | 21.84%-7.4pp | 757.33%-742.9pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,757 | $2,996-8.0% | $4,327-36.3% | $2,565+7.5% |
| Participant deferral / active EE | $4,584 | $4,550+0.7% | $5,820-21.2% | $3,952+16.0% |
| Admin fee / account holder | $14,162 | $13,853+2.2% | $15,805-10.4% | $6,260+126.2% |