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 | $129,829 | $159,901-18.8% | $146,958-11.7% | $145,922-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.62% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $5,105 | $5,286-3.4% | $4,933+3.5% | $4,660+9.6% |
| Participant deferral / active EE | $10,019 | $8,428+18.9% | $8,070+24.2% | $6,688+49.8% |
| Admin fee / account holder | $4,739 | $15,044-68.5% | $12,998-63.5% | $13,397-64.6% |