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 | $113,237 | $209,411-45.9% | $178,490-36.6% | $158,922-28.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.96% | 188.75%-158.8pp | 151.07%-121.1pp | 302.83%-272.9pp |
| Employer contribution / active EE | $3,033 | $5,706-46.8% | $5,011-39.5% | $4,761-36.3% |
| Participant deferral / active EE | $15,963 | $5,954+168.1% | $5,202+206.9% | $5,982+166.8% |
| Admin fee / account holder | $6,769 | $17,074-60.4% | $13,984-51.6% | $11,246-39.8% |