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 | $131,519 | $74,888+75.6% | $71,209+84.7% | $142,382-7.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.58% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,236 | $2,854-21.6% | $2,721-17.8% | $4,299-48.0% |
| Participant deferral / active EE | $14,418 | $4,454+223.7% | $4,175+245.3% | $6,507+121.6% |
| Admin fee / account holder | $31,456 | $5,568+464.9% | $5,349+488.1% | $12,624+149.2% |