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 | $104,063 | $105,181-1.1% | $159,436-34.7% | $85,850+21.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.40% | 45.07%-23.7pp | 263.57%-242.2pp | 318.53%-297.1pp |
| Employer contribution / active EE | $4,372 | $3,318+31.8% | $4,829-9.5% | $2,565+70.4% |
| Participant deferral / active EE | $9,240 | $5,945+55.4% | $7,352+25.7% | $3,952+133.8% |
| Admin fee / account holder | $7,695 | $6,933+11.0% | $10,799-28.7% | $6,260+22.9% |