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 | $104,078 | $105,931-1.7% | $81,930+27.0% | $158,922-34.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.00% | 38.17%-23.2pp | 29.49%-14.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,471 | $7,800-81.1% | $4,310-65.9% | $4,761-69.1% |
| Participant deferral / active EE | $5,899 | $13,003-54.6% | $7,107-17.0% | $5,982-1.4% |
| Admin fee / account holder | $27,951 | $8,489+229.3% | $5,158+441.9% | $11,246+148.6% |