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 | $97,062 | $217,402-55.4% | $185,823-47.8% | $167,490-42.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.14% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,220 | $5,873-45.2% | $5,167-37.7% | $4,837-33.4% |
| Participant deferral / active EE | $3,196 | $6,356-49.7% | $5,568-42.6% | $6,341-49.6% |
| Admin fee / account holder | $5,456 | $19,811-72.5% | $16,237-66.4% | $12,309-55.7% |