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 | $117,127 | $99,020+18.3% | $86,590+35.3% | $147,584-20.6% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 16.12% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $5,042 | $3,132+61.0% | $2,839+77.6% | $4,876+3.4% |
| Participant deferral / active EE | $9,091 | $3,972+128.9% | $3,609+151.9% | $5,439+67.1% |
| Admin fee / account holder | $38,991 | $5,710+582.8% | $4,906+694.8% | $10,885+258.2% |