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 | $98,973 | $107,334-7.8% | $92,893+6.5% | $152,861-35.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.87% | 145.58%-123.7pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,130 | $4,221-25.9% | $3,653-14.3% | $4,762-34.3% |
| Participant deferral / active EE | $2,474 | $4,845-48.9% | $4,236-41.6% | $5,850-57.7% |
| Admin fee / account holder | $2,477 | $7,079-65.0% | $5,794-57.2% | $11,596-78.6% |