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 | $101,488 | $109,327-7.2% | $89,391+13.5% | $158,922-36.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 6.95% | 345.68%-338.7pp | 245.62%-238.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $3,863 | $3,170+21.9% | $2,586+49.4% | $4,761-18.9% |
| Participant deferral / active EE | $5,893 | $4,598+28.2% | $3,890+51.5% | $5,982-1.5% |
| Admin fee / account holder | $22,070 | $6,153+258.7% | $4,881+352.1% | $11,246+96.2% |