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 | $98,223 | $226,064-56.6% | $182,532-46.2% | $152,861-35.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 35.11% | 192.51%-157.4pp | 148.54%-113.4pp | 345.32%-310.2pp |
| Employer contribution / active EE | $2,595 | $4,978-47.9% | $4,076-36.3% | $4,762-45.5% |
| Participant deferral / active EE | $24,000 | $6,368+276.9% | $5,524+334.4% | $5,850+310.2% |
| Admin fee / account holder | $687 | $10,703-93.6% | $8,592-92.0% | $11,596-94.1% |