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 | $128,953 | $217,402-40.7% | $185,823-30.6% | $167,490-23.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.55% | 148.36%-120.8pp | 122.05%-94.5pp | 478.56%-451.0pp |
| Employer contribution / active EE | $4,832 | $5,873-17.7% | $5,167-6.5% | $4,837-0.1% |
| Participant deferral / active EE | $5,972 | $6,356-6.0% | $5,568+7.3% | $6,341-5.8% |
| Admin fee / account holder | $1,161 | $19,811-94.1% | $16,237-92.8% | $12,309-90.6% |