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 | $144,281 | $159,901-9.8% | $146,958-1.8% | $145,922-1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.29% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,451 | $5,286-34.7% | $4,933-30.0% | $4,660-25.9% |
| Participant deferral / active EE | $6,783 | $8,428-19.5% | $8,070-15.9% | $6,688+1.4% |
| Admin fee / account holder | $101,397 | $15,044+574.0% | $12,998+680.1% | $13,397+656.9% |