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 | $78,311 | $104,907-25.4% | $84,611-7.4% | $152,861-48.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.51% | 373.79%-356.3pp | 258.74%-241.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $6,086 | $3,302+84.3% | $2,652+129.5% | $4,762+27.8% |
| Participant deferral / active EE | $5,582 | $4,688+19.1% | $3,899+43.2% | $5,850-4.6% |
| Admin fee / account holder | $30,290 | $6,241+385.3% | $4,912+516.6% | $11,596+161.2% |