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 | $109,080 | $100,773+8.2% | $88,946+22.6% | $142,382-23.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.88% | 70.18%-57.3pp | 57.82%-44.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,154 | $2,918+42.4% | $2,555+62.6% | $4,299-3.4% |
| Participant deferral / active EE | $7,630 | $5,230+45.9% | $4,581+66.5% | $6,507+17.3% |
| Admin fee / account holder | $751 | $9,693-92.3% | $8,261-90.9% | $12,624-94.1% |