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 | $89,925 | $157,256-42.8% | $141,162-36.3% | $152,861-41.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.89% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $13,447 | $5,261+155.6% | $4,735+184.0% | $4,762+182.4% |
| Participant deferral / active EE | $18,287 | $7,109+157.2% | $6,709+172.6% | $5,850+212.6% |
| Admin fee / account holder | $123,884 | $12,120+922.1% | $10,261+1107.3% | $11,596+968.3% |