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 | $141,344 | $183,519-23.0% | $155,509-9.1% | $145,922-3.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $10,530 | $5,313+98.2% | $4,672+125.4% | $4,660+126.0% |
| Participant deferral / active EE | $8,338 | $6,462+29.0% | $5,626+48.2% | $6,688+24.7% |
| Admin fee / account holder | $4,173 | $19,313-78.4% | $15,912-73.8% | $13,397-68.9% |