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 | $116,671 | $114,381+2.0% | $107,525+8.5% | $142,382-18.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.24% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $27,207 | $4,015+577.7% | $3,754+624.8% | $4,299+532.9% |
| Participant deferral / active EE | $21,035 | $5,564+278.0% | $5,116+311.2% | $6,507+223.3% |
| Admin fee / account holder | $113,253 | $9,860+1048.6% | $8,919+1169.8% | $12,624+797.1% |