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 | $102,228 | $209,411-51.2% | $178,490-42.7% | $158,922-35.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 11.38% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,293 | $5,706-42.3% | $5,011-34.3% | $4,761-30.8% |
| Participant deferral / active EE | $4,480 | $5,954-24.8% | $5,202-13.9% | $5,982-25.1% |
| Admin fee / account holder | $51,446 | $17,074+201.3% | $13,984+267.9% | $11,246+357.5% |