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 | $114,304 | $109,327+4.6% | $89,391+27.9% | $158,922-28.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 30.26% | 345.68%-315.4pp | 245.62%-215.4pp | 302.83%-272.6pp |
| Employer contribution / active EE | $20,000 | $3,170+531.0% | $2,586+673.5% | $4,761+320.1% |
| Participant deferral / active EE | $4,550 | $4,598-1.1% | $3,890+17.0% | $5,982-23.9% |
| Admin fee / account holder | $3,027 | $6,153-50.8% | $4,881-38.0% | $11,246-73.1% |