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 | $85,893 | $209,411-59.0% | $178,490-51.9% | $158,922-46.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.74% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $13,220 | $5,706+131.7% | $5,011+163.8% | $4,761+177.7% |
| Participant deferral / active EE | $11,330 | $5,954+90.3% | $5,202+117.8% | $5,982+89.4% |
| Admin fee / account holder | $416,361 | $17,074+2338.5% | $13,984+2877.4% | $11,246+3602.4% |