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 | $104,507 | $118,680-11.9% | $98,907+5.7% | $158,922-34.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.50% | 372.35%-357.9pp | 196.43%-181.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $7,000 | $3,333+110.0% | $2,689+160.3% | $4,761+47.0% |
| Participant deferral / active EE | $2,438 | $5,088-52.1% | $4,244-42.6% | $5,982-59.3% |
| Admin fee / account holder | $8,759 | $10,131-13.5% | $6,642+31.9% | $11,246-22.1% |