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 | $110,445 | $116,175-4.9% | $93,606+18.0% | $152,861-27.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.87% | 35.96%-17.1pp | 32.76%-13.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,868 | $3,218-10.9% | $2,718+5.5% | $4,762-39.8% |
| Participant deferral / active EE | $7,532 | $4,603+63.6% | $4,069+85.1% | $5,850+28.7% |
| Admin fee / account holder | $64,659 | $10,748+501.6% | $7,888+719.7% | $11,596+457.6% |