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 | $150,934 | $217,402-30.6% | $185,823-18.8% | $167,490-9.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.40% | 148.36%-138.0pp | 122.05%-111.6pp | 478.56%-468.2pp |
| Employer contribution / active EE | $10,016 | $5,873+70.5% | $5,167+93.8% | $4,837+107.1% |
| Participant deferral / active EE | $8,524 | $6,356+34.1% | $5,568+53.1% | $6,341+34.4% |
| Admin fee / account holder | $23,050 | $19,811+16.4% | $16,237+42.0% | $12,309+87.3% |