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 | $111,249 | $99,877+11.4% | $84,966+30.9% | $145,922-23.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.13% | 83.76%-60.6pp | 66.38%-43.3pp | 561.29%-538.2pp |
| Employer contribution / active EE | $10,681 | $3,231+230.6% | $2,727+291.7% | $4,660+129.2% |
| Participant deferral / active EE | $13,800 | $5,291+160.8% | $4,519+205.4% | $6,688+106.3% |
| Admin fee / account holder | $4,961 | $7,248-31.6% | $6,149-19.3% | $13,397-63.0% |