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 | $110,667 | $217,402-49.1% | $185,823-40.4% | $167,490-33.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.01% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $6,202 | $5,873+5.6% | $5,167+20.0% | $4,837+28.2% |
| Participant deferral / active EE | $3,110 | $6,356-51.1% | $5,568-44.1% | $6,341-51.0% |
| Admin fee / account holder | $14,676 | $19,811-25.9% | $16,237-9.6% | $12,309+19.2% |