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 | $77,178 | $183,963-58.0% | $162,163-52.4% | $152,861-49.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.45% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.9pp |
| Employer contribution / active EE | $5,364 | $6,371-15.8% | $5,614-4.4% | $4,762+12.6% |
| Participant deferral / active EE | $4,341 | $8,034-46.0% | $7,298-40.5% | $5,850-25.8% |
| Admin fee / account holder | $2,070 | $13,121-84.2% | $10,843-80.9% | $11,596-82.1% |