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 | $95,647 | $210,648-54.6% | $177,989-46.3% | $145,922-34.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.07% | 385.86%-367.8pp | 294.48%-276.4pp | 561.29%-543.2pp |
| Employer contribution / active EE | $10,130 | $4,565+121.9% | $3,949+156.5% | $4,660+117.4% |
| Participant deferral / active EE | $3,914 | $6,958-43.7% | $6,276-37.6% | $6,688-41.5% |
| Admin fee / account holder | $371 | $12,013-96.9% | $10,363-96.4% | $13,397-97.2% |