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 | $114,421 | $99,918+14.5% | $81,382+40.6% | $145,922-21.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 34.32%-22.4pp | 24.73%-12.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $20,417 | $2,978+585.7% | $2,463+729.0% | $4,660+338.2% |
| Participant deferral / active EE | $11,520 | $4,605+150.2% | $3,883+196.7% | $6,688+72.3% |
| Admin fee / account holder | $4,126 | $8,212-49.8% | $5,768-28.5% | $13,397-69.2% |