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 | $102,933 | $102,317+0.6% | $146,958-30.0% | $80,856+27.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.78% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,702 | $3,713-0.3% | $4,933-24.9% | $2,755+34.4% |
| Participant deferral / active EE | $10,107 | $6,644+52.1% | $8,070+25.2% | $4,296+135.3% |
| Admin fee / account holder | $12,536 | $7,941+57.9% | $12,998-3.6% | $6,918+81.2% |