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 | $110,103 | $96,305+14.3% | $80,569+36.7% | $139,434-21.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.29% | 1350.08%-1336.8pp | 935.43%-922.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $15,236 | $3,262+367.1% | $2,723+459.4% | $4,751+220.7% |
| Participant deferral / active EE | $17,938 | $5,232+242.8% | $4,447+303.3% | $6,710+167.3% |
| Admin fee / account holder | $1,551 | $6,599-76.5% | $5,377-71.2% | $11,403-86.4% |