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 3-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 | $109,441 | $102,966+6.3% | $90,281+21.2% | $152,861-28.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.82% | 95.16%-77.3pp | 78.10%-60.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,310 | $3,139-26.4% | $2,854-19.1% | $4,762-51.5% |
| Participant deferral / active EE | $2,310 | $4,281-46.0% | $3,885-40.5% | $5,850-60.5% |
| Admin fee / account holder | $543 | $6,171-91.2% | $5,351-89.9% | $11,596-95.3% |