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 | $77,627 | $74,888+3.7% | $71,209+9.0% | $142,382-45.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.72% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,109 | $2,854+8.9% | $2,721+14.3% | $4,299-27.7% |
| Participant deferral / active EE | $6,348 | $4,454+42.5% | $4,175+52.0% | $6,507-2.4% |
| Admin fee / account holder | $1,892 | $5,568-66.0% | $5,349-64.6% | $12,624-85.0% |