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 | $117,070 | $126,574-7.5% | $106,213+10.2% | $145,922-19.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.53% | 224.79%-211.3pp | 116.14%-102.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,200 | $3,730+12.6% | $3,171+32.4% | $4,660-9.9% |
| Participant deferral / active EE | $5,700 | $5,724-0.4% | $5,016+13.6% | $6,688-14.8% |
| Admin fee / account holder | $3,893 | $17,304-77.5% | $11,033-64.7% | $13,397-70.9% |