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 | $102,773 | $90,348+13.8% | $75,972+35.3% | $145,922-29.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 13.99% | 620.88%-606.9pp | 359.55%-345.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $6,000 | $3,311+81.2% | $2,685+123.5% | $4,660+28.8% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,592 | $8,467-81.2% | $6,467-75.4% | $13,397-88.1% |