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 | $112,381 | $138,065-18.6% | $123,544-9.0% | $135,375-17.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.51% | 153.68%-152.2pp | 119.20%-117.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $4,328 | $5,151-16.0% | $4,628-6.5% | $4,779-9.4% |
| Participant deferral / active EE | $10,580 | $6,799+55.6% | $6,426+64.7% | $5,609+88.6% |
| Admin fee / account holder | $10,989 | $10,916+0.7% | $9,284+18.4% | $10,827+1.5% |