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 | $98,030 | $209,411-53.2% | $178,490-45.1% | $158,922-38.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.46% | 188.75%-157.3pp | 151.07%-119.6pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,876 | $5,706-49.6% | $5,011-42.6% | $4,761-39.6% |
| Participant deferral / active EE | $6,000 | $5,954+0.8% | $5,202+15.3% | $5,982+0.3% |
| Admin fee / account holder | $42,857 | $17,074+151.0% | $13,984+206.5% | $11,246+281.1% |