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 | $130,539 | $165,984-21.4% | $164,813-20.8% | $145,922-10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.35% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-550.9pp |
| Employer contribution / active EE | $10,000 | $5,273+89.6% | $4,341+130.4% | $4,660+114.6% |
| Participant deferral / active EE | $8,492 | $6,959+22.0% | $6,031+40.8% | $6,688+27.0% |
| Admin fee / account holder | $17,268 | $16,648+3.7% | $12,690+36.1% | $13,397+28.9% |