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 | $105,052 | $152,587-31.2% | $125,175-16.1% | $152,861-31.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.90% | 54.84%-32.9pp | 43.79%-21.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $9,540 | $4,946+92.9% | $3,865+146.8% | $4,762+100.3% |
| Participant deferral / active EE | $6,643 | $5,868+13.2% | $4,937+34.6% | $5,850+13.6% |
| Admin fee / account holder | $20,852 | $13,434+55.2% | $9,702+114.9% | $11,596+79.8% |