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 | $141,636 | $209,411-32.4% | $178,490-20.6% | $158,922-10.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.59% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $14,465 | $5,706+153.5% | $5,011+188.7% | $4,761+203.8% |
| Participant deferral / active EE | $5,639 | $5,954-5.3% | $5,202+8.4% | $5,982-5.7% |
| Admin fee / account holder | $17,808 | $17,074+4.3% | $13,984+27.3% | $11,246+58.4% |