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 | $122,713 | $74,888+63.9% | $71,209+72.3% | $142,382-13.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.57% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,114 | $2,854-61.0% | $2,721-59.0% | $4,299-74.1% |
| Participant deferral / active EE | $7,334 | $4,454+64.6% | $4,175+75.7% | $6,507+12.7% |
| Admin fee / account holder | $1,878 | $5,568-66.3% | $5,349-64.9% | $12,624-85.1% |