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 | $60,766 | $183,963-67.0% | $162,163-62.5% | $152,861-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.61% | 150.76%-121.2pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $4,367 | $6,371-31.5% | $5,614-22.2% | $4,762-8.3% |
| Participant deferral / active EE | $11,082 | $8,034+37.9% | $7,298+51.8% | $5,850+89.4% |
| Admin fee / account holder | $6,421 | $13,121-51.1% | $10,843-40.8% | $11,596-44.6% |