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 | $125,734 | $183,519-31.5% | $155,509-19.1% | $145,922-13.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $11,247 | $5,313+111.7% | $4,672+140.7% | $4,660+141.4% |
| Participant deferral / active EE | $5,604 | $6,462-13.3% | $5,626-0.4% | $6,688-16.2% |
| Admin fee / account holder | $282,600 | $19,313+1363.3% | $15,912+1676.0% | $13,397+2009.4% |