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 | $101,444 | $102,317-0.9% | $146,958-31.0% | $80,856+25.5% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 20.32% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,597 | $3,713-30.1% | $4,933-47.4% | $2,755-5.7% |
| Participant deferral / active EE | $5,295 | $6,644-20.3% | $8,070-34.4% | $4,296+23.3% |
| Admin fee / account holder | $14,112 | $7,941+77.7% | $12,998+8.6% | $6,918+104.0% |