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 | $114,295 | $115,770-1.3% | $101,248+12.9% | $158,922-28.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $27,038 | $4,175+547.7% | $3,660+638.9% | $4,761+467.9% |
| Participant deferral / active EE | $6,569 | $4,957+32.5% | $4,370+50.3% | $5,982+9.8% |
| Admin fee / account holder | $328 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |