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 | $104,437 | $105,181-0.7% | $159,436-34.5% | $85,850+21.7% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 18.64% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $5,172 | $3,318+55.9% | $4,829+7.1% | $2,565+101.6% |
| Participant deferral / active EE | $14,311 | $5,945+140.7% | $7,352+94.6% | $3,952+262.1% |
| Admin fee / account holder | $12,208 | $6,933+76.1% | $10,799+13.1% | $6,260+95.0% |