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 | $101,583 | $105,181-3.4% | $159,436-36.3% | $85,850+18.3% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.8%+4.1pp | 69.3%+17.6pp |
| Annual return | 14.55% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,950 | $3,318-11.1% | $4,829-38.9% | $2,565+15.0% |
| Participant deferral / active EE | $6,885 | $5,945+15.8% | $7,352-6.4% | $3,952+74.2% |
| Admin fee / account holder | $1,192 | $6,933-82.8% | $10,799-89.0% | $6,260-81.0% |