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 | $119,447 | $198,466-39.8% | $170,442-29.9% | $147,584-19.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.46% | 257.29%-237.8pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $11,620 | $6,184+87.9% | $5,433+113.9% | $4,876+138.3% |
| Participant deferral / active EE | $20,000 | $5,629+255.3% | $4,939+304.9% | $5,439+267.7% |
| Admin fee / account holder | $598 | $16,852-96.4% | $13,880-95.7% | $10,885-94.5% |