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 | $106,978 | $105,126+1.8% | $94,646+13.0% | $139,434-23.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.30% | 38.03%-23.7pp | 156.71%-142.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,996 | $4,106-27.0% | $3,672-18.4% | $4,751-36.9% |
| Participant deferral / active EE | $4,338 | $7,599-42.9% | $7,418-41.5% | $6,710-35.4% |
| Admin fee / account holder | $9,996 | $8,984+11.3% | $7,231+38.2% | $11,403-12.3% |