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 8-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 | $108,395 | $96,635+12.2% | $86,612+25.2% | $139,434-22.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.78% | 106.41%-87.6pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,920 | $3,263-10.5% | $3,022-3.4% | $4,751-38.5% |
| Participant deferral / active EE | $28,500 | $4,836+489.3% | $4,438+542.2% | $6,710+324.7% |
| Admin fee / account holder | $7,477 | $6,408+16.7% | $5,614+33.2% | $11,403-34.4% |