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 | $105,393 | $159,901-34.1% | $146,958-28.3% | $145,922-27.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 18.01% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,657 | $5,286-68.7% | $4,933-66.4% | $4,660-64.4% |
| Participant deferral / active EE | $4,424 | $8,428-47.5% | $8,070-45.2% | $6,688-33.9% |
| Admin fee / account holder | $195,846 | $15,044+1201.8% | $12,998+1406.7% | $13,397+1361.9% |