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 | $120,341 | $209,411-42.5% | $178,490-32.6% | $158,922-24.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.12% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $11,000 | $5,706+92.8% | $5,011+119.5% | $4,761+131.0% |
| Participant deferral / active EE | $9,000 | $5,954+51.2% | $5,202+73.0% | $5,982+50.4% |
| Admin fee / account holder | $1,341 | $17,074-92.1% | $13,984-90.4% | $11,246-88.1% |