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 | $109,663 | $185,200-40.8% | $142,863-23.2% | $167,490-34.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.95% | 8555.70%-8543.7pp | 5637.54%-5625.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,840 | $5,604-13.6% | $4,144+16.8% | $4,837+0.1% |
| Participant deferral / active EE | $12,099 | $4,494+169.2% | $3,837+215.3% | $6,341+90.8% |
| Admin fee / account holder | $8,144 | $8,031+1.4% | $6,560+24.1% | $12,309-33.8% |