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 | $106,467 | $226,064-52.9% | $182,532-41.7% | $152,861-30.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.14% | 192.51%-171.4pp | 148.54%-127.4pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,879 | $4,978-42.2% | $4,076-29.4% | $4,762-39.6% |
| Participant deferral / active EE | $6,859 | $6,368+7.7% | $5,524+24.2% | $5,850+17.2% |
| Admin fee / account holder | $2,147 | $10,703-79.9% | $8,592-75.0% | $11,596-81.5% |