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 | $123,071 | $183,963-33.1% | $162,163-24.1% | $152,861-19.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.20% | 150.76%-134.6pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,558 | $6,371-44.2% | $5,614-36.6% | $4,762-25.3% |
| Participant deferral / active EE | $9,735 | $8,034+21.2% | $7,298+33.4% | $5,850+66.4% |
| Admin fee / account holder | $8,727 | $13,121-33.5% | $10,843-19.5% | $11,596-24.7% |