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 | $116,077 | $99,652+16.5% | $78,778+47.3% | $147,584-21.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.63% | 47.28%-33.7pp | 35.62%-22.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,302 | $2,796+18.1% | $1,986+66.3% | $4,876-32.3% |
| Participant deferral / active EE | $7,623 | $3,664+108.1% | $2,958+157.7% | $5,439+40.2% |
| Admin fee / account holder | $1,338 | $7,155-81.3% | $5,134-73.9% | $10,885-87.7% |