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 | $101,009 | $183,963-45.1% | $162,163-37.7% | $152,861-33.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.70% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $6,848 | $6,371+7.5% | $5,614+22.0% | $4,762+43.8% |
| Participant deferral / active EE | $9,771 | $8,034+21.6% | $7,298+33.9% | $5,850+67.0% |
| Admin fee / account holder | $15,477 | $13,121+17.9% | $10,843+42.7% | $11,596+33.5% |