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 | $117,360 | $115,770+1.4% | $101,248+15.9% | $158,922-26.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.51% | 56.14%-36.6pp | 46.47%-27.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,363 | $4,175-19.4% | $3,660-8.1% | $4,761-29.4% |
| Participant deferral / active EE | $18,058 | $4,957+264.3% | $4,370+313.2% | $5,982+201.9% |
| Admin fee / account holder | $689 | $7,245-90.5% | $5,945-88.4% | $11,246-93.9% |