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 9-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 | $117,637 | $117,6900% | $71,735+64.0% | $134,475-12.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 12.20% | 25.44%-13.2pp | 9.14%+3.1pp | 417.96%-405.8pp |
| Employer contribution / active EE | $12,166 | $2,525+381.9% | $1,704+614.0% | $4,740+156.7% |
| Participant deferral / active EE | $11,738 | $3,759+212.3% | $2,658+341.6% | $6,400+83.4% |
| Admin fee / account holder | $5,422 | $6,379-15.0% | $3,974+36.4% | $11,426-52.5% |