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 | $100,523 | $209,411-52.0% | $178,490-43.7% | $158,922-36.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.08% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $3,093 | $5,706-45.8% | $5,011-38.3% | $4,761-35.0% |
| Participant deferral / active EE | $5,911 | $5,954-0.7% | $5,202+13.6% | $5,982-1.2% |
| Admin fee / account holder | $822 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |