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 | $108,466 | $69,207+56.7% | $64,056+69.3% | $139,434-22.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.72% | 45.88%-28.2pp | 33.69%-16.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $8,024 | $3,182+152.2% | $2,747+192.2% | $4,751+68.9% |
| Participant deferral / active EE | $6,939 | $4,682+48.2% | $3,880+78.8% | $6,710+3.4% |
| Admin fee / account holder | $424 | $4,244-90.0% | $3,068-86.2% | $11,403-96.3% |