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 | $117,481 | $90,348+30.0% | $75,972+54.6% | $145,922-19.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.56% | 620.88%-611.3pp | 359.55%-350.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,637 | $3,311+9.8% | $2,685+35.4% | $4,660-22.0% |
| Participant deferral / active EE | $10,768 | $5,162+108.6% | $4,255+153.0% | $6,688+61.0% |
| Admin fee / account holder | $30,906 | $8,467+265.0% | $6,467+377.9% | $13,397+130.7% |