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 | $124,317 | $217,402-42.8% | $185,823-33.1% | $167,490-25.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.39% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,693 | $5,873-37.1% | $5,167-28.5% | $4,837-23.7% |
| Participant deferral / active EE | $4,499 | $6,356-29.2% | $5,568-19.2% | $6,341-29.1% |
| Admin fee / account holder | $14,148 | $19,811-28.6% | $16,237-12.9% | $12,309+14.9% |