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 | $94,770 | $217,402-56.4% | $185,823-49.0% | $167,490-43.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.47% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $12,301 | $5,873+109.4% | $5,167+138.0% | $4,837+154.3% |
| Participant deferral / active EE | $4,864 | $6,356-23.5% | $5,568-12.6% | $6,341-23.3% |
| Admin fee / account holder | $1,173 | $19,811-94.1% | $16,237-92.8% | $12,309-90.5% |