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 | $107,519 | $110,261-2.5% | $95,745+12.3% | $139,434-22.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.27% | 27.11%-15.8pp | 28.35%-17.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $3,388 | $3,257+4.0% | $2,835+19.5% | $4,751-28.7% |
| Participant deferral / active EE | $7,519 | $4,676+60.8% | $4,245+77.1% | $6,710+12.1% |
| Admin fee / account holder | $80,785 | $6,613+1121.6% | $5,678+1322.8% | $11,403+608.5% |