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 | $122,548 | $755,339-83.8% | $379,746-67.7% | $158,922-22.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 24.37% | 53.41%-29.0pp | 34.90%-10.5pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,376 | $4,685-70.6% | $3,540-61.1% | $4,761-71.1% |
| Participant deferral / active EE | $8,332 | $7,938+5.0% | $6,024+38.3% | $5,982+39.3% |
| Admin fee / account holder | $25,395 | $14,482+75.4% | $7,927+220.4% | $11,246+125.8% |