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 | $104,186 | $159,901-34.8% | $146,958-29.1% | $145,922-28.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,478 | $5,286-34.2% | $4,933-29.5% | $4,660-25.4% |
| Participant deferral / active EE | $8,936 | $8,428+6.0% | $8,070+10.7% | $6,688+33.6% |
| Admin fee / account holder | $9,912 | $15,044-34.1% | $12,998-23.7% | $13,397-26.0% |