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 | $100,980 | $98,750+2.3% | $149,696-32.5% | $79,858+26.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.07% | 27.43%-10.4pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,529 | $3,216+9.7% | $4,644-24.0% | $2,471+42.8% |
| Participant deferral / active EE | $8,111 | $5,680+42.8% | $6,842+18.6% | $3,740+116.9% |
| Admin fee / account holder | $2,519 | $6,053-58.4% | $9,309-72.9% | $5,306-52.5% |