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 | $102,025 | $202,432-49.6% | $169,368-39.8% | $139,434-26.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.71% | 531.74%-515.0pp | 405.60%-388.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $14,834 | $4,692+216.1% | $4,013+269.7% | $4,751+212.2% |
| Participant deferral / active EE | $10,000 | $6,938+44.1% | $6,221+60.7% | $6,710+49.0% |
| Admin fee / account holder | $775 | $10,708-92.8% | $9,003-91.4% | $11,403-93.2% |