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 | $117,178 | $217,402-46.1% | $185,823-36.9% | $167,490-30.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 93.08% | 148.36%-55.3pp | 122.05%-29.0pp | 478.56%-385.5pp |
| Employer contribution / active EE | $8,928 | $5,873+52.0% | $5,167+72.8% | $4,837+84.6% |
| Participant deferral / active EE | $8,895 | $6,356+39.9% | $5,568+59.8% | $6,341+40.3% |
| Admin fee / account holder | $906 | $19,811-95.4% | $16,237-94.4% | $12,309-92.6% |