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 | $114,193 | $197,591-42.2% | $177,821-35.8% | $158,922-28.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.83% | 58.76%-43.9pp | 48.32%-33.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $10,941 | $6,697+63.4% | $5,918+84.9% | $4,761+129.8% |
| Participant deferral / active EE | $7,352 | $8,405-12.5% | $7,714-4.7% | $5,982+22.9% |
| Admin fee / account holder | $525 | $15,399-96.6% | $12,427-95.8% | $11,246-95.3% |