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 | $131,615 | $180,449-27.1% | $154,107-14.6% | $135,375-2.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.26% | 888.09%-879.8pp | 735.12%-726.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $2,898 | $6,035-52.0% | $5,298-45.3% | $4,779-39.3% |
| Participant deferral / active EE | $7,082 | $5,806+22.0% | $5,081+39.4% | $5,609+26.3% |
| Admin fee / account holder | $19,081 | $16,143+18.2% | $13,411+42.3% | $10,827+76.2% |