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 | $126,916 | $127,386-0.4% | $115,037+10.3% | $125,391+1.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.75% | 31.28%-27.5pp | 26.14%-22.4pp | 282.22%-278.5pp |
| Employer contribution / active EE | $30,129 | $5,166+483.2% | $4,608+553.9% | $4,866+519.2% |
| Participant deferral / active EE | $13,139 | $6,423+104.6% | $6,026+118.0% | $5,352+145.5% |
| Admin fee / account holder | $961 | $9,516-89.9% | $8,175-88.2% | $9,540-89.9% |