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 | $139,034 | $209,832-33.7% | $189,513-26.6% | $167,490-17.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.86% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,946 | $6,914-42.9% | $6,162-36.0% | $4,837-18.4% |
| Participant deferral / active EE | $4,331 | $8,935-51.5% | $8,221-47.3% | $6,341-31.7% |
| Admin fee / account holder | $2,317 | $14,293-83.8% | $12,045-80.8% | $12,309-81.2% |