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 | $127,835 | $115,770+10.4% | $101,248+26.3% | $158,922-19.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.11% | 56.14%-44.0pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $9,048 | $4,175+116.7% | $3,660+147.2% | $4,761+90.0% |
| Participant deferral / active EE | $22,750 | $4,957+358.9% | $4,370+420.6% | $5,982+280.3% |
| Admin fee / account holder | $893 | $7,245-87.7% | $5,945-85.0% | $11,246-92.1% |