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 | $119,666 | $185,822-35.6% | $169,993-29.6% | $139,434-14.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.35% | 60.50%-34.1pp | 53.37%-27.0pp | 372.94%-346.6pp |
| Employer contribution / active EE | $18,390 | $7,590+142.3% | $6,785+171.0% | $4,751+287.1% |
| Participant deferral / active EE | $13,074 | $11,622+12.5% | $10,408+25.6% | $6,710+94.8% |
| Admin fee / account holder | $993 | $15,381-93.5% | $12,815-92.3% | $11,403-91.3% |