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 | $139,876 | $74,888+86.8% | $71,209+96.4% | $142,382-1.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.83% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,140 | $2,854+10.0% | $2,721+15.4% | $4,299-27.0% |
| Participant deferral / active EE | $4,306 | $4,454-3.3% | $4,175+3.1% | $6,507-33.8% |
| Admin fee / account holder | $1,093 | $5,568-80.4% | $5,349-79.6% | $12,624-91.3% |