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 | $94,400 | $209,832-55.0% | $189,513-50.2% | $167,490-43.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.78% | 748.27%-733.5pp | 555.15%-540.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $6,666 | $6,914-3.6% | $6,162+8.2% | $4,837+37.8% |
| Participant deferral / active EE | $14,398 | $8,935+61.1% | $8,221+75.1% | $6,341+127.1% |
| Admin fee / account holder | $6,218 | $14,293-56.5% | $12,045-48.4% | $12,309-49.5% |