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 10-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 | $127,662 | $102,966+24.0% | $90,281+41.4% | $152,861-16.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 35.64% | 95.16%-59.5pp | 78.10%-42.5pp | 345.32%-309.7pp |
| Employer contribution / active EE | $9,824 | $3,139+213.0% | $2,854+244.2% | $4,762+106.3% |
| Participant deferral / active EE | $14,011 | $4,281+227.2% | $3,885+260.6% | $5,850+139.5% |
| Admin fee / account holder | $1,805 | $6,171-70.8% | $5,351-66.3% | $11,596-84.4% |