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 | $105,041 | $112,096-6.3% | $95,952+9.5% | $158,922-33.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.34% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,451 | $3,198-23.4% | $2,541-3.5% | $4,761-48.5% |
| Participant deferral / active EE | $5,648 | $4,784+18.1% | $4,167+35.6% | $5,982-5.6% |
| Admin fee / account holder | $4,578 | $10,130-54.8% | $6,795-32.6% | $11,246-59.3% |