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 | $100,605 | $137,414-26.8% | $189,513-46.9% | $85,850+17.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.39% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,907 | $4,344-33.1% | $6,162-52.8% | $2,565+13.3% |
| Participant deferral / active EE | $4,819 | $6,260-23.0% | $8,221-41.4% | $3,952+22.0% |
| Admin fee / account holder | $11,341 | $8,630+31.4% | $12,045-5.8% | $6,260+81.2% |