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 | $139,658 | $209,832-33.4% | $189,513-26.3% | $167,490-16.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.61% | 748.27%-733.7pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,391 | $6,914-50.9% | $6,162-45.0% | $4,837-29.9% |
| Participant deferral / active EE | $7,377 | $8,935-17.4% | $8,221-10.3% | $6,341+16.3% |
| Admin fee / account holder | $5,200 | $14,293-63.6% | $12,045-56.8% | $12,309-57.8% |