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 6-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 | $116,553 | $104,974+11.0% | $95,585+21.9% | $142,382-18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.17% | 210.33%-190.2pp | 38.56%-18.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $26,264 | $2,779+845.2% | $2,527+939.5% | $4,299+510.9% |
| Participant deferral / active EE | $26,526 | $4,352+509.5% | $4,023+559.4% | $6,507+307.6% |
| Admin fee / account holder | $21,397 | $6,386+235.1% | $6,127+249.2% | $12,624+69.5% |