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 | $113,988 | $96,484+18.1% | $75,886+50.2% | $152,861-25.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.56% | 33.98%-6.4pp | 30.76%-3.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,991 | $3,309-39.8% | $2,500-20.4% | $4,762-58.2% |
| Participant deferral / active EE | $6,806 | $4,553+49.5% | $3,603+88.9% | $5,850+16.3% |
| Admin fee / account holder | $1,275 | $8,078-84.2% | $5,418-76.5% | $11,596-89.0% |