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 | $107,133 | $209,411-48.8% | $178,490-40.0% | $158,922-32.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.49% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $6,479 | $5,706+13.5% | $5,011+29.3% | $4,761+36.1% |
| Participant deferral / active EE | $4,953 | $5,954-16.8% | $5,202-4.8% | $5,982-17.2% |
| Admin fee / account holder | $1,498 | $17,074-91.2% | $13,984-89.3% | $11,246-86.7% |