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 | $104,863 | $175,202-40.1% | $149,673-29.9% | $139,434-24.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.97% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $13,693 | $5,474+150.1% | $4,818+184.2% | $4,751+188.2% |
| Participant deferral / active EE | $8,293 | $6,519+27.2% | $5,680+46.0% | $6,710+23.6% |
| Admin fee / account holder | $1,216 | $16,150-92.5% | $13,210-90.8% | $11,403-89.3% |