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 | $110,186 | $159,901-31.1% | $146,958-25.0% | $145,922-24.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $10,287 | $5,286+94.6% | $4,933+108.5% | $4,660+120.8% |
| Participant deferral / active EE | $15,649 | $8,428+85.7% | $8,070+93.9% | $6,688+134.0% |
| Admin fee / account holder | $2,812 | $15,044-81.3% | $12,998-78.4% | $13,397-79.0% |