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 | $152,466 | $209,832-27.3% | $189,513-19.5% | $167,490-9.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.39% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,218 | $6,914-53.5% | $6,162-47.8% | $4,837-33.5% |
| Participant deferral / active EE | $5,707 | $8,935-36.1% | $8,221-30.6% | $6,341-10.0% |
| Admin fee / account holder | $21,520 | $14,293+50.6% | $12,045+78.7% | $12,309+74.8% |