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 7-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 | $102,342 | $112,881-9.3% | $90,951+12.5% | $158,922-35.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.02% | 215.79%-192.8pp | 134.60%-111.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $26,608 | $2,893+819.7% | $2,122+1154.0% | $4,761+458.9% |
| Participant deferral / active EE | $17,911 | $4,128+333.9% | $3,373+431.0% | $5,982+199.4% |
| Admin fee / account holder | $343 | $8,041-95.7% | $5,959-94.2% | $11,246-96.9% |