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 | $96,335 | $107,934-10.7% | $91,989+4.7% | $152,861-37.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.45% | 89.24%-73.8pp | 69.02%-53.6pp | 345.32%-329.9pp |
| Employer contribution / active EE | $4,292 | $4,210+1.9% | $3,452+24.3% | $4,762-9.9% |
| Participant deferral / active EE | $11,950 | $6,364+87.8% | $5,923+101.8% | $5,850+104.3% |
| Admin fee / account holder | $17,549 | $10,520+66.8% | $7,743+126.7% | $11,596+51.3% |