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 | $112,982 | $115,770-2.4% | $101,248+11.6% | $158,922-28.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.94% | 56.14%-35.2pp | 46.47%-25.5pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,962 | $4,175-5.1% | $3,660+8.3% | $4,761-16.8% |
| Participant deferral / active EE | $9,889 | $4,957+99.5% | $4,370+126.3% | $5,982+65.3% |
| Admin fee / account holder | $825 | $7,245-88.6% | $5,945-86.1% | $11,246-92.7% |