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 | $106,107 | $150,187-29.3% | $120,354-11.8% | $145,922-27.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.55% | 154.07%-142.5pp | 107.15%-95.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,319 | $4,348+45.3% | $3,463+82.5% | $4,660+35.6% |
| Participant deferral / active EE | $8,826 | $6,173+43.0% | $4,991+76.8% | $6,688+32.0% |
| Admin fee / account holder | $34,989 | $12,207+186.6% | $9,423+271.3% | $13,397+161.2% |