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 | $111,561 | $159,901-30.2% | $146,958-24.1% | $145,922-23.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.95% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,522 | $5,286+23.4% | $4,933+32.2% | $4,660+40.0% |
| Participant deferral / active EE | $12,322 | $8,428+46.2% | $8,070+52.7% | $6,688+84.2% |
| Admin fee / account holder | $16,481 | $15,044+9.6% | $12,998+26.8% | $13,397+23.0% |