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 | $116,581 | $71,809+62.3% | $61,048+91.0% | $152,861-23.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 20.32% | 29.74%-9.4pp | 26.18%-5.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,066 | $4,545-32.5% | $3,716-17.5% | $4,762-35.6% |
| Participant deferral / active EE | $10,422 | $5,467+90.6% | $4,470+133.1% | $5,850+78.1% |
| Admin fee / account holder | $3,222 | $4,750-32.2% | $3,728-13.6% | $11,596-72.2% |