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 | $112,245 | $150,440-25.4% | $136,294-17.6% | $147,584-23.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.24% | 1049.08%-1033.8pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $12,337 | $5,256+134.7% | $4,695+162.7% | $4,876+153.0% |
| Participant deferral / active EE | $4,941 | $6,630-25.5% | $6,247-20.9% | $5,439-9.2% |
| Admin fee / account holder | $4,203 | $10,905-61.5% | $9,243-54.5% | $10,885-61.4% |