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 | $101,112 | $183,519-44.9% | $155,509-35.0% | $145,922-30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.95% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,446 | $5,313-35.1% | $4,672-26.2% | $4,660-26.0% |
| Participant deferral / active EE | $8,455 | $6,462+30.8% | $5,626+50.3% | $6,688+26.4% |
| Admin fee / account holder | $2,750 | $19,313-85.8% | $15,912-82.7% | $13,397-79.5% |