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 | $110,695 | $74,888+47.8% | $71,209+55.5% | $142,382-22.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.24% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,713 | $2,854-40.0% | $2,721-37.0% | $4,299-60.1% |
| Participant deferral / active EE | $6,815 | $4,454+53.0% | $4,175+63.2% | $6,507+4.7% |
| Admin fee / account holder | $527 | $5,568-90.5% | $5,349-90.1% | $12,624-95.8% |