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 | $129,182 | $183,963-29.8% | $162,163-20.3% | $152,861-15.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.77% | 150.76%-131.0pp | 115.59%-95.8pp | 345.32%-325.5pp |
| Employer contribution / active EE | $7,539 | $6,371+18.3% | $5,614+34.3% | $4,762+58.3% |
| Participant deferral / active EE | $4,936 | $8,034-38.6% | $7,298-32.4% | $5,850-15.6% |
| Admin fee / account holder | $1,272 | $13,121-90.3% | $10,843-88.3% | $11,596-89.0% |