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 | $87,847 | $74,888+17.3% | $71,209+23.4% | $142,382-38.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.00% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,690 | $2,854+204.4% | $2,721+219.4% | $4,299+102.1% |
| Participant deferral / active EE | $7,446 | $4,454+67.2% | $4,175+78.3% | $6,507+14.4% |
| Admin fee / account holder | $351 | $5,568-93.7% | $5,349-93.4% | $12,624-97.2% |