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 | $100,691 | $210,648-52.2% | $177,989-43.4% | $145,922-31.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.55% | 385.86%-364.3pp | 294.48%-272.9pp | 561.29%-539.7pp |
| Employer contribution / active EE | $12,029 | $4,565+163.5% | $3,949+204.6% | $4,660+158.2% |
| Participant deferral / active EE | $9,260 | $6,958+33.1% | $6,276+47.5% | $6,688+38.5% |
| Admin fee / account holder | $2,492 | $12,013-79.3% | $10,363-76.0% | $13,397-81.4% |