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 | $108,738 | $185,822-41.5% | $169,993-36.0% | $139,434-22.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.76% | 60.50%-34.7pp | 53.37%-27.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $19,286 | $7,590+154.1% | $6,785+184.2% | $4,751+306.0% |
| Participant deferral / active EE | $10,571 | $11,622-9.0% | $10,408+1.6% | $6,710+57.5% |
| Admin fee / account holder | $655 | $15,381-95.7% | $12,815-94.9% | $11,403-94.3% |