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 | $101,134 | $176,377-42.7% | $134,143-24.6% | $158,922-36.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.61% | 63.63%-52.0pp | 36.33%-24.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $4,900 | $5,040-2.8% | $3,704+32.3% | $4,761+2.9% |
| Participant deferral / active EE | $3,454 | $4,091-15.6% | $3,499-1.3% | $5,982-42.3% |
| Admin fee / account holder | $69,604 | $8,718+698.4% | $6,684+941.3% | $11,246+518.9% |