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 | $120,676 | $126,574-4.7% | $106,213+13.6% | $145,922-17.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.82% | 224.79%-208.0pp | 116.14%-99.3pp | 561.29%-544.5pp |
| Employer contribution / active EE | $5,442 | $3,730+45.9% | $3,171+71.6% | $4,660+16.8% |
| Participant deferral / active EE | $8,007 | $5,724+39.9% | $5,016+59.6% | $6,688+19.7% |
| Admin fee / account holder | $821 | $17,304-95.3% | $11,033-92.6% | $13,397-93.9% |