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 | $100,106 | $150,187-33.3% | $120,354-16.8% | $145,922-31.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.54% | 154.07%-143.5pp | 107.15%-96.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,739 | $4,348-14.0% | $3,463+8.0% | $4,660-19.7% |
| Participant deferral / active EE | $4,840 | $6,173-21.6% | $4,991-3.0% | $6,688-27.6% |
| Admin fee / account holder | $7,565 | $12,207-38.0% | $9,423-19.7% | $13,397-43.5% |