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 | $137,406 | $107,334+28.0% | $92,893+47.9% | $152,861-10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.94% | 145.58%-122.6pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,006 | $4,221-52.5% | $3,653-45.1% | $4,762-57.9% |
| Participant deferral / active EE | $22,943 | $4,845+373.6% | $4,236+441.6% | $5,850+292.2% |
| Admin fee / account holder | $1,123 | $7,079-84.1% | $5,794-80.6% | $11,596-90.3% |