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 | $121,709 | $209,411-41.9% | $178,490-31.8% | $158,922-23.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.73% | 188.75%-155.0pp | 151.07%-117.3pp | 302.83%-269.1pp |
| Employer contribution / active EE | $7,882 | $5,706+38.1% | $5,011+57.3% | $4,761+65.5% |
| Participant deferral / active EE | $5,290 | $5,954-11.2% | $5,202+1.7% | $5,982-11.6% |
| Admin fee / account holder | $870 | $17,074-94.9% | $13,984-93.8% | $11,246-92.3% |