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 | $106,795 | $183,519-41.8% | $155,509-31.3% | $145,922-26.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,139 | $5,313-22.1% | $4,672-11.4% | $4,660-11.2% |
| Participant deferral / active EE | $9,325 | $6,462+44.3% | $5,626+65.7% | $6,688+39.4% |
| Admin fee / account holder | $2,703 | $19,313-86.0% | $15,912-83.0% | $13,397-79.8% |