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 8-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 | $106,135 | $104,974+1.1% | $95,585+11.0% | $142,382-25.5% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 22.49% | 210.33%-187.8pp | 38.56%-16.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $16,643 | $2,779+499.0% | $2,527+558.7% | $4,299+287.1% |
| Participant deferral / active EE | $7,329 | $4,352+68.4% | $4,023+82.2% | $6,507+12.6% |
| Admin fee / account holder | $487 | $6,386-92.4% | $6,127-92.0% | $12,624-96.1% |