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 | $103,551 | $110,502-6.3% | $80,716+28.3% | $167,490-38.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.36% | 120.54%-107.2pp | 87.28%-73.9pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,330 | $1,543+180.7% | $1,160+273.3% | $4,837-10.5% |
| Participant deferral / active EE | $2,778 | $2,871-3.2% | $2,146+29.5% | $6,341-56.2% |
| Admin fee / account holder | $584 | $4,545-87.1% | $3,380-82.7% | $12,309-95.3% |