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 | $115,331 | $155,788-26.0% | $124,672-7.5% | $167,490-31.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.86% | 17.97%-0.1pp | 5142.93%-5125.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $4,326 | $4,163+3.9% | $3,324+30.1% | $4,837-10.6% |
| Participant deferral / active EE | $11,201 | $5,673+97.4% | $4,614+142.7% | $6,341+76.6% |
| Admin fee / account holder | $368 | $9,531-96.1% | $7,493-95.1% | $12,309-97.0% |