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 | $100,429 | $156,846-36.0% | $121,098-17.1% | $139,434-28.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.82% | 1474.56%-1455.7pp | 985.75%-966.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,230 | $5,536-77.8% | $4,164-70.5% | $4,751-74.1% |
| Participant deferral / active EE | $3,000 | $4,844-38.1% | $4,080-26.5% | $6,710-55.3% |
| Admin fee / account holder | $3,717 | $6,946-46.5% | $5,644-34.1% | $11,403-67.4% |