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 3-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 | $110,256 | $111,754-1.3% | $103,333+6.7% | $145,922-24.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.99% | 24.77%-0.8pp | 24.88%-0.9pp | 561.29%-537.3pp |
| Employer contribution / active EE | $20,333 | $4,212+382.7% | $3,868+425.7% | $4,660+336.4% |
| Participant deferral / active EE | $30,000 | $5,619+433.9% | $5,057+493.2% | $6,688+348.6% |
| Admin fee / account holder | $3,079 | $9,750-68.4% | $8,355-63.1% | $13,397-77.0% |