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 9-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 | $116,893 | $102,616+13.9% | $81,983+42.6% | $158,922-26.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.41% | 61.04%-50.6pp | 41.31%-30.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $19,049 | $3,240+487.9% | $2,498+662.6% | $4,761+300.1% |
| Participant deferral / active EE | $8,653 | $4,648+86.2% | $3,722+132.5% | $5,982+44.6% |
| Admin fee / account holder | $470 | $8,235-94.3% | $5,664-91.7% | $11,246-95.8% |