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 | $123,853 | $90,348+37.1% | $75,972+63.0% | $145,922-15.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.99% | 620.88%-605.9pp | 359.55%-344.6pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,211 | $3,311+27.2% | $2,685+56.8% | $4,660-9.6% |
| Participant deferral / active EE | $7,617 | $5,162+47.6% | $4,255+79.0% | $6,688+13.9% |
| Admin fee / account holder | $310 | $8,467-96.3% | $6,467-95.2% | $13,397-97.7% |