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 9-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 | $108,684 | $74,888+45.1% | $71,209+52.6% | $142,382-23.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.95% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $18,514 | $2,854+548.6% | $2,721+580.4% | $4,299+330.6% |
| Participant deferral / active EE | $23,500 | $4,454+427.6% | $4,175+462.9% | $6,507+261.1% |
| Admin fee / account holder | $704 | $5,568-87.4% | $5,349-86.8% | $12,624-94.4% |