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 | $111,984 | $217,402-48.5% | $185,823-39.7% | $167,490-33.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.26% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $10,531 | $5,873+79.3% | $5,167+103.8% | $4,837+117.7% |
| Participant deferral / active EE | $5,185 | $6,356-18.4% | $5,568-6.9% | $6,341-18.2% |
| Admin fee / account holder | $6,626 | $19,811-66.6% | $16,237-59.2% | $12,309-46.2% |