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 | $115,685 | $126,574-8.6% | $106,213+8.9% | $145,922-20.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.99% | 224.79%-200.8pp | 116.14%-92.1pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,722 | $3,730-27.0% | $3,171-14.2% | $4,660-41.6% |
| Participant deferral / active EE | $6,452 | $5,724+12.7% | $5,016+28.6% | $6,688-3.5% |
| Admin fee / account holder | $1,407 | $17,304-91.9% | $11,033-87.2% | $13,397-89.5% |