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 | $78,812 | $183,963-57.2% | $162,163-51.4% | $152,861-48.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.67% | 150.76%-121.1pp | 115.59%-85.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $4,149 | $6,371-34.9% | $5,614-26.1% | $4,762-12.9% |
| Participant deferral / active EE | $15,641 | $8,034+94.7% | $7,298+114.3% | $5,850+167.4% |
| Admin fee / account holder | $1,380 | $13,121-89.5% | $10,843-87.3% | $11,596-88.1% |