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 | $103,321 | $122,239-15.5% | $184,203-43.9% | $74,495+38.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.62% | 19.95%-2.3pp | 28.81%-11.2pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $7,814 | $4,537+72.2% | $6,427+21.6% | $2,623+197.9% |
| Participant deferral / active EE | $8,876 | $7,139+24.3% | $9,131-2.8% | $4,346+104.2% |
| Admin fee / account holder | $16,158 | $1,260+1182.8% | $13,901+16.2% | $1,942+732.2% |