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 5-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 | $104,328 | $74,888+39.3% | $71,209+46.5% | $142,382-26.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.24% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,710 | $2,854+65.0% | $2,721+73.1% | $4,299+9.6% |
| Participant deferral / active EE | $11,736 | $4,454+163.5% | $4,175+181.1% | $6,507+80.3% |
| Admin fee / account holder | $6,274 | $5,568+12.7% | $5,349+17.3% | $12,624-50.3% |