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 | $137,061 | $198,466-30.9% | $170,442-19.6% | $147,584-7.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.65% | 257.29%-246.6pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $3,439 | $6,184-44.4% | $5,433-36.7% | $4,876-29.5% |
| Participant deferral / active EE | $4,955 | $5,629-12.0% | $4,939+0.3% | $5,439-8.9% |
| Admin fee / account holder | $71,301 | $16,852+323.1% | $13,880+413.7% | $10,885+555.0% |