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 | $111,386 | $209,832-46.9% | $189,513-41.2% | $167,490-33.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.06% | 748.27%-727.2pp | 555.15%-534.1pp | 478.56%-457.5pp |
| Employer contribution / active EE | $4,387 | $6,914-36.5% | $6,162-28.8% | $4,837-9.3% |
| Participant deferral / active EE | $6,781 | $8,935-24.1% | $8,221-17.5% | $6,341+6.9% |
| Admin fee / account holder | $2,779 | $14,293-80.6% | $12,045-76.9% | $12,309-77.4% |