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 | $115,793 | $99,020+16.9% | $86,590+33.7% | $147,584-21.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.87% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $6,690 | $3,132+113.6% | $2,839+135.6% | $4,876+37.2% |
| Participant deferral / active EE | $13,817 | $3,972+247.9% | $3,609+282.9% | $5,439+154.1% |
| Admin fee / account holder | $1,551 | $5,710-72.8% | $4,906-68.4% | $10,885-85.8% |