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 | $100,327 | $112,881-11.1% | $90,951+10.3% | $158,922-36.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.13% | 215.79%-203.7pp | 134.60%-122.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,614 | $2,893-9.6% | $2,122+23.2% | $4,761-45.1% |
| Participant deferral / active EE | $4,058 | $4,128-1.7% | $3,373+20.3% | $5,982-32.2% |
| Admin fee / account holder | $20,757 | $8,041+158.2% | $5,959+248.4% | $11,246+84.6% |