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 | $122,741 | $169,032-27.4% | $129,207-5.0% | $145,922-15.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.52% | 14330.11%-14318.6pp | 9417.33%-9405.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,712 | $5,537-51.0% | $4,153-34.7% | $4,660-41.8% |
| Participant deferral / active EE | $7,408 | $4,987+48.5% | $4,168+77.8% | $6,688+10.8% |
| Admin fee / account holder | $9,318 | $9,954-6.4% | $7,715+20.8% | $13,397-30.4% |