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 | $101,837 | $180,028-43.4% | $138,135-26.3% | $158,922-35.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 15.63% | 21.68%-6.1pp | 20.51%-4.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $36,000 | $7,470+381.9% | $5,587+544.4% | $4,761+656.1% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $827 | $17,912-95.4% | $11,856-93.0% | $11,246-92.6% |