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 | $126,066 | $102,966+22.4% | $90,281+39.6% | $152,861-17.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.63% | 95.16%-69.5pp | 78.10%-52.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $6,667 | $3,139+112.4% | $2,854+133.6% | $4,762+40.0% |
| Participant deferral / active EE | $13,707 | $4,281+220.1% | $3,885+252.8% | $5,850+134.3% |
| Admin fee / account holder | $938 | $6,171-84.8% | $5,351-82.5% | $11,596-91.9% |