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 | $143,613 | $183,519-21.7% | $155,509-7.6% | $145,922-1.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $6,464 | $5,313+21.7% | $4,672+38.3% | $4,660+38.7% |
| Participant deferral / active EE | $11,033 | $6,462+70.7% | $5,626+96.1% | $6,688+65.0% |
| Admin fee / account holder | $1,161 | $19,313-94.0% | $15,912-92.7% | $13,397-91.3% |