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 4-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 | $127,199 | $74,888+69.9% | $71,209+78.6% | $142,382-10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.82% | 345.14%-320.3pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $30,683 | $2,854+975.0% | $2,721+1027.7% | $4,299+613.7% |
| Participant deferral / active EE | $13,987 | $4,454+214.0% | $4,175+235.0% | $6,507+114.9% |
| Admin fee / account holder | $7,339 | $5,568+31.8% | $5,349+37.2% | $12,624-41.9% |