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 | $114,473 | $126,574-9.6% | $106,213+7.8% | $145,922-21.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 224.79%-212.9pp | 116.14%-104.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,239 | $3,730-40.0% | $3,171-29.4% | $4,660-52.0% |
| Participant deferral / active EE | $3,707 | $5,724-35.2% | $5,016-26.1% | $6,688-44.6% |
| Admin fee / account holder | $1,338 | $17,304-92.3% | $11,033-87.9% | $13,397-90.0% |