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 | $99,366 | $172,478-42.4% | $145,661-31.8% | $142,382-30.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 9.52% | 151.09%-141.6pp | 101.46%-91.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $21,602 | $4,899+340.9% | $4,238+409.8% | $4,299+402.5% |
| Participant deferral / active EE | $16,554 | $8,348+98.3% | $7,198+130.0% | $6,507+154.4% |
| Admin fee / account holder | $28,097 | $16,864+66.6% | $12,466+125.4% | $12,624+122.6% |