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 | $128,340 | $118,849+8.0% | $96,562+32.9% | $167,490-23.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.38% | 50.49%-36.1pp | 37.78%-23.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $7,983 | $3,120+155.9% | $2,356+238.8% | $4,837+65.0% |
| Participant deferral / active EE | $7,124 | $4,616+54.3% | $3,849+85.1% | $6,341+12.3% |
| Admin fee / account holder | $4,333 | $8,065-46.3% | $6,181-29.9% | $12,309-64.8% |