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 | $103,899 | $112,881-8.0% | $90,951+14.2% | $158,922-34.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.53% | 215.79%-210.3pp | 134.60%-129.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $1,648 | $2,893-43.0% | $2,122-22.3% | $4,761-65.4% |
| Participant deferral / active EE | $6,463 | $4,128+56.6% | $3,373+91.6% | $5,982+8.0% |
| Admin fee / account holder | $40,309 | $8,041+401.3% | $5,959+576.5% | $11,246+258.4% |