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 | $108,789 | $157,256-30.8% | $141,162-22.9% | $152,861-28.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.38% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $7,762 | $5,261+47.5% | $4,735+63.9% | $4,762+63.0% |
| Participant deferral / active EE | $5,938 | $7,109-16.5% | $6,709-11.5% | $5,850+1.5% |
| Admin fee / account holder | $53,507 | $12,120+341.5% | $10,261+421.4% | $11,596+361.4% |