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 | $103,098 | $105,181-2.0% | $159,436-35.3% | $85,850+20.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.89% | 45.07%-24.2pp | 263.57%-242.7pp | 318.53%-297.6pp |
| Employer contribution / active EE | $2,668 | $3,318-19.6% | $4,829-44.8% | $2,565+4.0% |
| Participant deferral / active EE | $9,022 | $5,945+51.8% | $7,352+22.7% | $3,952+128.3% |
| Admin fee / account holder | $3,189 | $6,933-54.0% | $10,799-70.5% | $6,260-49.1% |