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 | $150,345 | $210,648-28.6% | $177,989-15.5% | $145,922+3.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.32% | 385.86%-376.5pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $10,120 | $4,565+121.7% | $3,949+156.3% | $4,660+117.2% |
| Participant deferral / active EE | $9,639 | $6,958+38.5% | $6,276+53.6% | $6,688+44.1% |
| Admin fee / account holder | $128,005 | $12,013+965.6% | $10,363+1135.2% | $13,397+855.5% |