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 | $136,956 | $90,348+51.6% | $75,972+80.3% | $145,922-6.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.29% | 620.88%-609.6pp | 359.55%-348.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,145 | $3,311-5.0% | $2,685+17.1% | $4,660-32.5% |
| Participant deferral / active EE | $6,933 | $5,162+34.3% | $4,255+62.9% | $6,688+3.7% |
| Admin fee / account holder | $68,242 | $8,467+706.0% | $6,467+955.3% | $13,397+409.4% |