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 | $105,555 | $157,256-32.9% | $141,162-25.2% | $152,861-30.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.60% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $18,303 | $5,261+247.9% | $4,735+286.6% | $4,762+284.3% |
| Participant deferral / active EE | $11,586 | $7,109+63.0% | $6,709+72.7% | $5,850+98.0% |
| Admin fee / account holder | $25,342 | $12,120+109.1% | $10,261+147.0% | $11,596+118.5% |