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 | $105,434 | $185,200-43.1% | $142,863-26.2% | $167,490-37.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.28% | 8555.70%-8538.4pp | 5637.54%-5620.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,643 | $5,604+18.5% | $4,144+60.3% | $4,837+37.3% |
| Participant deferral / active EE | $10,492 | $4,494+133.4% | $3,837+173.4% | $6,341+65.5% |
| Admin fee / account holder | $24,882 | $8,031+209.8% | $6,560+279.3% | $12,309+102.1% |