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 | $139,557 | $183,963-24.1% | $162,163-13.9% | $152,861-8.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.22% | 150.76%-135.5pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,105 | $6,371-51.3% | $5,614-44.7% | $4,762-34.8% |
| Participant deferral / active EE | $17,036 | $8,034+112.1% | $7,298+133.4% | $5,850+191.2% |
| Admin fee / account holder | $572 | $13,121-95.6% | $10,843-94.7% | $11,596-95.1% |