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 | $110,673 | $74,888+47.8% | $71,209+55.4% | $142,382-22.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.49% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,848 | $2,854+139.9% | $2,721+151.7% | $4,299+59.3% |
| Participant deferral / active EE | $5,836 | $4,454+31.0% | $4,175+39.8% | $6,507-10.3% |
| Admin fee / account holder | $11,242 | $5,568+101.9% | $5,349+110.2% | $12,624-10.9% |