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 | $111,929 | $198,466-43.6% | $170,442-34.3% | $147,584-24.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.47% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $8,830 | $6,184+42.8% | $5,433+62.5% | $4,876+81.1% |
| Participant deferral / active EE | $4,437 | $5,629-21.2% | $4,939-10.2% | $5,439-18.4% |
| Admin fee / account holder | $3,327 | $16,852-80.3% | $13,880-76.0% | $10,885-69.4% |