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 | $105,993 | $183,519-42.2% | $155,509-31.8% | $145,922-27.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 42.48% | 61.17%-18.7pp | 64.67%-22.2pp | 561.29%-518.8pp |
| Employer contribution / active EE | $2,546 | $5,313-52.1% | $4,672-45.5% | $4,660-45.4% |
| Participant deferral / active EE | $4,696 | $6,462-27.3% | $5,626-16.5% | $6,688-29.8% |
| Admin fee / account holder | $4,013 | $19,313-79.2% | $15,912-74.8% | $13,397-70.0% |