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 5-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 | $117,242 | $74,888+56.6% | $71,209+64.6% | $142,382-17.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.58% | 345.14%-328.6pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,183 | $2,854-23.5% | $2,721-19.8% | $4,299-49.2% |
| Participant deferral / active EE | $8,937 | $4,454+100.6% | $4,175+114.1% | $6,507+37.3% |
| Admin fee / account holder | $972 | $5,568-82.6% | $5,349-81.8% | $12,624-92.3% |