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 | $135,523 | $109,327+24.0% | $89,391+51.6% | $158,922-14.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.19% | 345.68%-334.5pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,646 | $3,170-16.5% | $2,586+2.3% | $4,761-44.4% |
| Participant deferral / active EE | $17,460 | $4,598+279.7% | $3,890+348.9% | $5,982+191.9% |
| Admin fee / account holder | $309 | $6,153-95.0% | $4,881-93.7% | $11,246-97.3% |