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 | $99,214 | $68,346+45.2% | $94,646+4.8% | $75,163+32.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 19.27% | 616.93%-597.7pp | 156.71%-137.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,108 | $2,701-21.9% | $3,672-42.6% | $2,670-21.0% |
| Participant deferral / active EE | $6,550 | $6,537+0.2% | $7,418-11.7% | $4,125+58.8% |
| Admin fee / account holder | $693 | $5,326-87.0% | $7,231-90.4% | $5,651-87.7% |