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 | $119,333 | $126,574-5.7% | $106,213+12.4% | $145,922-18.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.82% | 224.79%-209.0pp | 116.14%-100.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $890 | $3,730-76.1% | $3,171-71.9% | $4,660-80.9% |
| Participant deferral / active EE | $13,549 | $5,724+136.7% | $5,016+170.1% | $6,688+102.6% |
| Admin fee / account holder | $8,898 | $17,304-48.6% | $11,033-19.4% | $13,397-33.6% |