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 | $103,252 | $98,240+5.1% | $82,313+25.4% | $147,584-30.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.31% | 30.85%-7.5pp | 25.88%-2.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,122 | $3,192-2.2% | $2,428+28.5% | $4,876-36.0% |
| Participant deferral / active EE | $6,117 | $4,383+39.6% | $3,706+65.1% | $5,439+12.5% |
| Admin fee / account holder | $1,146 | $8,563-86.6% | $5,608-79.6% | $10,885-89.5% |