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 | $100,404 | $183,963-45.4% | $162,163-38.1% | $152,861-34.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.42% | 150.76%-124.3pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $8,999 | $6,371+41.3% | $5,614+60.3% | $4,762+89.0% |
| Participant deferral / active EE | $12,667 | $8,034+57.7% | $7,298+73.6% | $5,850+116.5% |
| Admin fee / account holder | $951 | $13,121-92.8% | $10,843-91.2% | $11,596-91.8% |