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 | $103,232 | $109,817-6.0% | $98,442+4.9% | $167,490-38.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.47% | 1956.69%-1946.2pp | 1492.73%-1482.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,261 | $3,224-60.9% | $2,960-57.4% | $4,837-73.9% |
| Participant deferral / active EE | $2,681 | $4,673-42.6% | $4,276-37.3% | $6,341-57.7% |
| Admin fee / account holder | $1,251 | $6,753-81.5% | $5,949-79.0% | $12,309-89.8% |