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 | $97,509 | $157,256-38.0% | $141,162-30.9% | $152,861-36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.78% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $13,549 | $5,261+157.5% | $4,735+186.1% | $4,762+184.5% |
| Participant deferral / active EE | $15,350 | $7,109+115.9% | $6,709+128.8% | $5,850+162.4% |
| Admin fee / account holder | $483 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |