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 | $103,695 | $125,758-17.5% | $169,993-39.0% | $75,163+38.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.92% | 27.20%-9.3pp | 53.37%-35.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,110 | $4,615-32.6% | $6,785-54.2% | $2,670+16.5% |
| Participant deferral / active EE | $6,519 | $6,837-4.7% | $10,408-37.4% | $4,125+58.0% |
| Admin fee / account holder | $3,110 | $8,173-61.9% | $12,815-75.7% | $5,651-45.0% |