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 | $121,017 | $118,849+1.8% | $96,562+25.3% | $167,490-27.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.07% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $22,071 | $3,120+607.5% | $2,356+836.6% | $4,837+356.2% |
| Participant deferral / active EE | $2,043 | $4,616-55.7% | $3,849-46.9% | $6,341-67.8% |
| Admin fee / account holder | $57,470 | $8,065+612.6% | $6,181+829.8% | $12,309+366.9% |