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 | $116,869 | $118,849-1.7% | $96,562+21.0% | $167,490-30.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.50% | 50.49%-42.0pp | 37.78%-29.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $8,789 | $3,120+181.7% | $2,356+273.0% | $4,837+81.7% |
| Participant deferral / active EE | $4,134 | $4,616-10.4% | $3,849+7.4% | $6,341-34.8% |
| Admin fee / account holder | $80,101 | $8,065+893.2% | $6,181+1196.0% | $12,309+550.7% |