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 | $105,040 | $74,888+40.3% | $71,209+47.5% | $142,382-26.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.72% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $10,312 | $2,854+261.3% | $2,721+279.0% | $4,299+139.9% |
| Participant deferral / active EE | $14,611 | $4,454+228.0% | $4,175+249.9% | $6,507+124.5% |
| Admin fee / account holder | $62,512 | $5,568+1022.6% | $5,349+1068.7% | $12,624+395.2% |