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 | $106,977 | $105,181+1.7% | $159,436-32.9% | $85,850+24.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.2pp | 69.3%+27.7pp |
| Annual return | 16.12% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $11,750 | $3,318+254.1% | $4,829+143.3% | $2,565+358.1% |
| Participant deferral / active EE | $6,251 | $5,945+5.1% | $7,352-15.0% | $3,952+58.2% |
| Admin fee / account holder | $24,459 | $6,933+252.8% | $10,799+126.5% | $6,260+290.7% |