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 | $120,526 | $112,096+7.5% | $95,952+25.6% | $158,922-24.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.44% | 171.09%-151.7pp | 91.61%-72.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,874 | $3,198-10.1% | $2,541+13.1% | $4,761-39.6% |
| Participant deferral / active EE | $3,747 | $4,784-21.7% | $4,167-10.1% | $5,982-37.4% |
| Admin fee / account holder | $963 | $10,130-90.5% | $6,795-85.8% | $11,246-91.4% |