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 | $128,150 | $74,888+71.1% | $71,209+80.0% | $142,382-10.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.57% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,985 | $2,854+39.6% | $2,721+46.5% | $4,299-7.3% |
| Participant deferral / active EE | $10,602 | $4,454+138.0% | $4,175+153.9% | $6,507+62.9% |
| Admin fee / account holder | $1,257 | $5,568-77.4% | $5,349-76.5% | $12,624-90.0% |