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 | $88,118 | $217,402-59.5% | $185,823-52.6% | $167,490-47.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.40% | 148.36%-136.0pp | 122.05%-109.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $4,111 | $5,873-30.0% | $5,167-20.4% | $4,837-15.0% |
| Participant deferral / active EE | $6,775 | $6,356+6.6% | $5,568+21.7% | $6,341+6.8% |
| Admin fee / account holder | $1,092 | $19,811-94.5% | $16,237-93.3% | $12,309-91.1% |