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 | $124,136 | $202,432-38.7% | $169,368-26.7% | $139,434-11.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.72% | 531.74%-517.0pp | 405.60%-390.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,821 | $4,692+2.7% | $4,013+20.1% | $4,751+1.5% |
| Participant deferral / active EE | $3,847 | $6,938-44.6% | $6,221-38.2% | $6,710-42.7% |
| Admin fee / account holder | $5,755 | $10,708-46.3% | $9,003-36.1% | $11,403-49.5% |