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 | $122,250 | $156,846-22.1% | $121,098+1.0% | $139,434-12.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 1474.56%-1459.8pp | 985.75%-971.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,647 | $5,536-34.1% | $4,164-12.4% | $4,751-23.2% |
| Participant deferral / active EE | $2,603 | $4,844-46.3% | $4,080-36.2% | $6,710-61.2% |
| Admin fee / account holder | $2,361 | $6,946-66.0% | $5,644-58.2% | $11,403-79.3% |