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 | $128,005 | $175,202-26.9% | $149,673-14.5% | $139,434-8.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.07% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $10,287 | $5,474+87.9% | $4,818+113.5% | $4,751+116.5% |
| Participant deferral / active EE | $6,208 | $6,519-4.8% | $5,680+9.3% | $6,710-7.5% |
| Admin fee / account holder | $16,430 | $16,150+1.7% | $13,210+24.4% | $11,403+44.1% |