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 | $81,307 | $183,519-55.7% | $155,509-47.7% | $145,922-44.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $6,955 | $5,313+30.9% | $4,672+48.8% | $4,660+49.3% |
| Participant deferral / active EE | $7,381 | $6,462+14.2% | $5,626+31.2% | $6,688+10.4% |
| Admin fee / account holder | $98,867 | $19,313+411.9% | $15,912+521.3% | $13,397+638.0% |