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 | $98,513 | $98,240+0.3% | $82,313+19.7% | $147,584-33.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.01% | 30.85%-4.8pp | 25.88%+0.1pp | 578.55%-552.5pp |
| Employer contribution / active EE | $4,980 | $3,192+56.0% | $2,428+105.1% | $4,876+2.1% |
| Participant deferral / active EE | $5,835 | $4,383+33.1% | $3,706+57.4% | $5,439+7.3% |
| Admin fee / account holder | $991 | $8,563-88.4% | $5,608-82.3% | $10,885-90.9% |