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 | $105,501 | $96,635+9.2% | $86,612+21.8% | $139,434-24.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.01% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,109 | $3,263-35.4% | $3,022-30.2% | $4,751-55.6% |
| Participant deferral / active EE | $3,750 | $4,836-22.5% | $4,438-15.5% | $6,710-44.1% |
| Admin fee / account holder | $555 | $6,408-91.3% | $5,614-90.1% | $11,403-95.1% |