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 | $132,448 | $202,432-34.6% | $169,368-21.8% | $139,434-5.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.89% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,689 | $4,692-21.4% | $4,013-8.1% | $4,751-22.4% |
| Participant deferral / active EE | $8,525 | $6,938+22.9% | $6,221+37.0% | $6,710+27.0% |
| Admin fee / account holder | $48,522 | $10,708+353.1% | $9,003+438.9% | $11,403+325.5% |