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 | $153,425 | $210,648-27.2% | $177,989-13.8% | $145,922+5.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.15% | 385.86%-368.7pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $8,640 | $4,565+89.3% | $3,949+118.8% | $4,660+85.4% |
| Participant deferral / active EE | $5,067 | $6,958-27.2% | $6,276-19.3% | $6,688-24.2% |
| Admin fee / account holder | $1,616 | $12,013-86.5% | $10,363-84.4% | $13,397-87.9% |