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 | $128,630 | $209,411-38.6% | $178,490-27.9% | $158,922-19.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.65% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $11,174 | $5,706+95.8% | $5,011+123.0% | $4,761+134.7% |
| Participant deferral / active EE | $10,503 | $5,954+76.4% | $5,202+101.9% | $5,982+75.6% |
| Admin fee / account holder | $883 | $17,074-94.8% | $13,984-93.7% | $11,246-92.2% |