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 6-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 | $111,977 | $74,888+49.5% | $71,209+57.3% | $142,382-21.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.46% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $15,069 | $2,854+427.9% | $2,721+453.8% | $4,299+250.5% |
| Participant deferral / active EE | $7,137 | $4,454+60.2% | $4,175+70.9% | $6,507+9.7% |
| Admin fee / account holder | $30,381 | $5,568+445.6% | $5,349+468.0% | $12,624+140.7% |