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 8-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 | $104,287 | $74,888+39.3% | $71,209+46.5% | $142,382-26.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.08% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,239 | $2,854-21.6% | $2,721-17.7% | $4,299-47.9% |
| Participant deferral / active EE | $16,057 | $4,454+260.5% | $4,175+284.6% | $6,507+146.8% |
| Admin fee / account holder | $2,128 | $5,568-61.8% | $5,349-60.2% | $12,624-83.1% |