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 | $100,753 | $102,547-1.7% | $78,210+28.8% | $147,584-31.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.62% | 51.08%-36.5pp | 40.90%-26.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,469 | $2,617-5.7% | $2,034+21.4% | $4,876-49.4% |
| Participant deferral / active EE | $5,608 | $3,481+61.1% | $2,823+98.7% | $5,439+3.1% |
| Admin fee / account holder | $1,426 | $5,059-71.8% | $3,758-62.1% | $10,885-86.9% |