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 | $105,631 | $106,515-0.8% | $96,683+9.3% | $139,434-24.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.04% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $9,798 | $4,103+138.8% | $3,737+162.2% | $4,751+106.2% |
| Participant deferral / active EE | $5,878 | $5,454+7.8% | $4,878+20.5% | $6,710-12.4% |
| Admin fee / account holder | $2,412 | $7,877-69.4% | $6,730-64.2% | $11,403-78.8% |