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 | $130,584 | $209,832-37.8% | $189,513-31.1% | $167,490-22.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.14% | 748.27%-732.1pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $11,113 | $6,914+60.7% | $6,162+80.4% | $4,837+129.7% |
| Participant deferral / active EE | $8,931 | $8,9350% | $8,221+8.6% | $6,341+40.8% |
| Admin fee / account holder | $1,853 | $14,293-87.0% | $12,045-84.6% | $12,309-84.9% |