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 | $137,871 | $165,335-16.6% | $149,696-7.9% | $158,922-13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.67% | 348.15%-317.5pp | 276.60%-245.9pp | 302.83%-272.2pp |
| Employer contribution / active EE | $16,824 | $5,103+229.7% | $4,644+262.3% | $4,761+253.4% |
| Participant deferral / active EE | $8,406 | $7,181+17.1% | $6,842+22.9% | $5,982+40.5% |
| Admin fee / account holder | $378 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |