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 | $124,814 | $165,335-24.5% | $149,696-16.6% | $158,922-21.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.06% | 348.15%-338.1pp | 276.60%-266.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $10,157 | $5,103+99.1% | $4,644+118.7% | $4,761+113.3% |
| Participant deferral / active EE | $9,217 | $7,181+28.3% | $6,842+34.7% | $5,982+54.1% |
| Admin fee / account holder | $2,783 | $10,807-74.2% | $9,309-70.1% | $11,246-75.3% |