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 | $97,502 | $104,974-7.1% | $95,585+2.0% | $142,382-31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.95% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,856 | $2,779+74.8% | $2,527+92.2% | $4,299+12.9% |
| Participant deferral / active EE | $2,067 | $4,352-52.5% | $4,023-48.6% | $6,507-68.2% |
| Admin fee / account holder | $6,646 | $6,386+4.1% | $6,127+8.5% | $12,624-47.4% |