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 | $106,676 | $150,187-29.0% | $120,354-11.4% | $145,922-26.9% |
| Participation rate | 95.0% | 78.8%+16.2pp | 71.9%+23.1pp | 80.3%+14.7pp |
| Annual return | 14.71% | 154.07%-139.4pp | 107.15%-92.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $6,851 | $4,348+57.6% | $3,463+97.8% | $4,660+47.0% |
| Participant deferral / active EE | $4,102 | $6,173-33.6% | $4,991-17.8% | $6,688-38.7% |
| Admin fee / account holder | $46,438 | $12,207+280.4% | $9,423+392.8% | $13,397+246.6% |