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 | $104,646 | $209,411-50.0% | $178,490-41.4% | $158,922-34.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.93% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $9,027 | $5,706+58.2% | $5,011+80.2% | $4,761+89.6% |
| Participant deferral / active EE | $3,358 | $5,954-43.6% | $5,202-35.4% | $5,982-43.9% |
| Admin fee / account holder | $27,742 | $17,074+62.5% | $13,984+98.4% | $11,246+146.7% |