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 8-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 | $109,433 | $157,256-30.4% | $141,162-22.5% | $152,861-28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.74% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $22,071 | $5,261+319.5% | $4,735+366.1% | $4,762+363.5% |
| Participant deferral / active EE | $10,605 | $7,109+49.2% | $6,709+58.1% | $5,850+81.3% |
| Admin fee / account holder | $946 | $12,120-92.2% | $10,261-90.8% | $11,596-91.8% |