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 | $99,552 | $226,064-56.0% | $182,532-45.5% | $152,861-34.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.45% | 192.51%-171.1pp | 148.54%-127.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,103 | $4,978-37.7% | $4,076-23.9% | $4,762-34.8% |
| Participant deferral / active EE | $6,302 | $6,368-1.0% | $5,524+14.1% | $5,850+7.7% |
| Admin fee / account holder | $2,156 | $10,703-79.9% | $8,592-74.9% | $11,596-81.4% |