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 | $95,814 | $74,888+27.9% | $71,209+34.6% | $142,382-32.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 31.28% | 345.14%-313.9pp | 282.51%-251.2pp | 217.08%-185.8pp |
| Employer contribution / active EE | $2,701 | $2,854-5.4% | $2,721-0.7% | $4,299-37.2% |
| Participant deferral / active EE | $7,420 | $4,454+66.6% | $4,175+77.7% | $6,507+14.0% |
| Admin fee / account holder | $3,568 | $5,568-35.9% | $5,349-33.3% | $12,624-71.7% |