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 | $111,179 | $176,056-36.9% | $159,436-30.3% | $167,490-33.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.33% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,391 | $5,297-36.0% | $4,829-29.8% | $4,837-29.9% |
| Participant deferral / active EE | $9,380 | $7,750+21.0% | $7,352+27.6% | $6,341+47.9% |
| Admin fee / account holder | $59,869 | $12,554+376.9% | $10,799+454.4% | $12,309+386.4% |