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 | $106,599 | $138,065-22.8% | $123,544-13.7% | $135,375-21.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.21% | 153.68%-149.5pp | 119.20%-115.0pp | 519.73%-515.5pp |
| Employer contribution / active EE | $3,920 | $5,151-23.9% | $4,628-15.3% | $4,779-18.0% |
| Participant deferral / active EE | $6,384 | $6,799-6.1% | $6,426-0.6% | $5,609+13.8% |
| Admin fee / account holder | $4,386 | $10,916-59.8% | $9,284-52.8% | $10,827-59.5% |