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 | $103,048 | $127,264-19.0% | $109,895-6.2% | $167,490-38.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.29% | 22.97%-13.7pp | 29.45%-20.2pp | 478.56%-469.3pp |
| Employer contribution / active EE | $7,698 | $3,322+131.7% | $2,842+170.8% | $4,837+59.1% |
| Participant deferral / active EE | $800 | $4,514-82.3% | $4,048-80.2% | $6,341-87.4% |
| Admin fee / account holder | $994 | $7,114-86.0% | $6,066-83.6% | $12,309-91.9% |