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 7-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 | $99,510 | $74,888+32.9% | $71,209+39.7% | $142,382-30.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.79% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,949 | $2,854+3.3% | $2,721+8.4% | $4,299-31.4% |
| Participant deferral / active EE | $10,284 | $4,454+130.9% | $4,175+146.3% | $6,507+58.0% |
| Admin fee / account holder | $9,323 | $5,568+67.4% | $5,349+74.3% | $12,624-26.1% |