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 | $104,978 | $99,020+6.0% | $86,590+21.2% | $147,584-28.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,922 | $3,132-6.7% | $2,839+2.9% | $4,876-40.1% |
| Participant deferral / active EE | $10,080 | $3,972+153.8% | $3,609+179.3% | $5,439+85.3% |
| Admin fee / account holder | $1,987 | $5,710-65.2% | $4,906-59.5% | $10,885-81.7% |