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 | $46,028 | $209,832-78.1% | $189,513-75.7% | $167,490-72.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.63% | 748.27%-738.6pp | 555.15%-545.5pp | 478.56%-468.9pp |
| Employer contribution / active EE | $11,556 | $6,914+67.1% | $6,162+87.6% | $4,837+138.9% |
| Participant deferral / active EE | $11,412 | $8,935+27.7% | $8,221+38.8% | $6,341+80.0% |
| Admin fee / account holder | $100,885 | $14,293+605.8% | $12,045+737.6% | $12,309+719.6% |