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 | $81,033 | $209,411-61.3% | $178,490-54.6% | $158,922-49.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.37% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,050 | $5,706-11.5% | $5,011+0.8% | $4,761+6.1% |
| Participant deferral / active EE | $9,705 | $5,954+63.0% | $5,202+86.6% | $5,982+62.2% |
| Admin fee / account holder | $1,292 | $17,074-92.4% | $13,984-90.8% | $11,246-88.5% |