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 | $99,230 | $109,327-9.2% | $89,391+11.0% | $158,922-37.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.22% | 345.68%-328.5pp | 245.62%-228.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,560 | $3,170+12.3% | $2,586+37.7% | $4,761-25.2% |
| Participant deferral / active EE | $12,660 | $4,598+175.3% | $3,890+225.5% | $5,982+111.6% |
| Admin fee / account holder | $1,438 | $6,153-76.6% | $4,881-70.5% | $11,246-87.2% |