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 | $115,457 | $217,402-46.9% | $185,823-37.9% | $167,490-31.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.37% | 148.36%-116.0pp | 122.05%-89.7pp | 478.56%-446.2pp |
| Employer contribution / active EE | $2,908 | $5,873-50.5% | $5,167-43.7% | $4,837-39.9% |
| Participant deferral / active EE | $7,033 | $6,356+10.6% | $5,568+26.3% | $6,341+10.9% |
| Admin fee / account holder | $11,662 | $19,811-41.1% | $16,237-28.2% | $12,309-5.3% |