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 | $83,816 | $209,411-60.0% | $178,490-53.0% | $158,922-47.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.26% | 188.75%-168.5pp | 151.07%-130.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,746 | $5,706-34.3% | $5,011-25.2% | $4,761-21.3% |
| Participant deferral / active EE | $8,938 | $5,954+50.1% | $5,202+71.8% | $5,982+49.4% |
| Admin fee / account holder | $557 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |