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 | $91,497 | $176,056-48.0% | $159,436-42.6% | $167,490-45.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.48% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $13,605 | $5,297+156.8% | $4,829+181.7% | $4,837+181.2% |
| Participant deferral / active EE | $11,031 | $7,750+42.3% | $7,352+50.0% | $6,341+74.0% |
| Admin fee / account holder | $11,388 | $12,554-9.3% | $10,799+5.5% | $12,309-7.5% |