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 | $122,797 | $198,466-38.1% | $170,442-28.0% | $147,584-16.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.27% | 257.29%-247.0pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $8,445 | $6,184+36.6% | $5,433+55.4% | $4,876+73.2% |
| Participant deferral / active EE | $3,179 | $5,629-43.5% | $4,939-35.6% | $5,439-41.6% |
| Admin fee / account holder | $15,852 | $16,852-5.9% | $13,880+14.2% | $10,885+45.6% |