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 | $112,370 | $118,849-5.5% | $96,562+16.4% | $167,490-32.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.55% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,502 | $3,120+44.3% | $2,356+91.0% | $4,837-6.9% |
| Participant deferral / active EE | $3,369 | $4,616-27.0% | $3,849-12.5% | $6,341-46.9% |
| Admin fee / account holder | $1,138 | $8,065-85.9% | $6,181-81.6% | $12,309-90.8% |