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 | $101,312 | $232,540-56.4% | $185,117-45.3% | $147,584-31.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.24% | 43.03%-20.8pp | 40.50%-18.3pp | 578.55%-556.3pp |
| Employer contribution / active EE | $17,722 | $5,195+241.1% | $4,182+323.8% | $4,876+263.4% |
| Participant deferral / active EE | $19,887 | $5,834+240.9% | $5,045+294.2% | $5,439+265.7% |
| Admin fee / account holder | $1,429 | $10,275-86.1% | $8,159-82.5% | $10,885-86.9% |