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 | $98,127 | $176,056-44.3% | $159,436-38.5% | $167,490-41.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.74% | 331.75%-310.0pp | 263.57%-241.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,960 | $5,297-44.1% | $4,829-38.7% | $4,837-38.8% |
| Participant deferral / active EE | $13,697 | $7,750+76.7% | $7,352+86.3% | $6,341+116.0% |
| Admin fee / account holder | $997 | $12,554-92.1% | $10,799-90.8% | $12,309-91.9% |