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 | $123,572 | $118,849+4.0% | $96,562+28.0% | $167,490-26.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.72% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,222 | $3,120+3.3% | $2,356+36.7% | $4,837-33.4% |
| Participant deferral / active EE | $9,814 | $4,616+112.6% | $3,849+155.0% | $6,341+54.8% |
| Admin fee / account holder | $3,969 | $8,065-50.8% | $6,181-35.8% | $12,309-67.8% |