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 | $133,950 | $112,096+19.5% | $95,952+39.6% | $158,922-15.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.33% | 171.09%-153.8pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,337 | $3,198-58.2% | $2,541-47.4% | $4,761-71.9% |
| Participant deferral / active EE | $4,193 | $4,784-12.4% | $4,167+0.6% | $5,982-29.9% |
| Admin fee / account holder | $10,765 | $10,130+6.3% | $6,795+58.4% | $11,246-4.3% |