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 | $99,770 | $112,096-11.0% | $95,952+4.0% | $158,922-37.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.18% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,763 | $3,198+17.7% | $2,541+48.1% | $4,761-21.0% |
| Participant deferral / active EE | $6,421 | $4,784+34.2% | $4,167+54.1% | $5,982+7.3% |
| Admin fee / account holder | $3,253 | $10,130-67.9% | $6,795-52.1% | $11,246-71.1% |