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 | $139,938 | $104,907+33.4% | $84,611+65.4% | $152,861-8.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.72% | 373.79%-358.1pp | 258.74%-243.0pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,781 | $3,302+14.5% | $2,652+42.6% | $4,762-20.6% |
| Participant deferral / active EE | $5,232 | $4,688+11.6% | $3,899+34.2% | $5,850-10.6% |
| Admin fee / account holder | $14,663 | $6,241+134.9% | $4,912+198.5% | $11,596+26.4% |