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 | $101,702 | $98,750+3.0% | $149,696-32.1% | $79,858+27.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.85% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,757 | $3,216+16.8% | $4,644-19.1% | $2,471+52.1% |
| Participant deferral / active EE | $6,510 | $5,680+14.6% | $6,842-4.8% | $3,740+74.1% |
| Admin fee / account holder | $3,375 | $6,053-44.2% | $9,309-63.7% | $5,306-36.4% |