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 | $117,238 | $115,770+1.3% | $101,248+15.8% | $158,922-26.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.59% | 56.14%-46.6pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,673 | $4,175-36.0% | $3,660-27.0% | $4,761-43.9% |
| Participant deferral / active EE | $2,673 | $4,957-46.1% | $4,370-38.8% | $5,982-55.3% |
| Admin fee / account holder | $15,655 | $7,245+116.1% | $5,945+163.3% | $11,246+39.2% |