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 | $106,770 | $100,852+5.9% | $90,404+18.1% | $158,922-32.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.64% | 1724.20%-1717.6pp | 1293.02%-1286.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $16,207 | $3,689+339.4% | $3,262+396.9% | $4,761+240.4% |
| Participant deferral / active EE | $13,254 | $4,348+204.9% | $3,963+234.4% | $5,982+121.6% |
| Admin fee / account holder | $74,048 | $6,501+1039.0% | $5,611+1219.7% | $11,246+558.5% |