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 | $112,703 | $209,832-46.3% | $189,513-40.5% | $167,490-32.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.68% | 748.27%-734.6pp | 555.15%-541.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,172 | $6,914-39.7% | $6,162-32.3% | $4,837-13.7% |
| Participant deferral / active EE | $9,947 | $8,935+11.3% | $8,221+21.0% | $6,341+56.9% |
| Admin fee / account holder | $862 | $14,293-94.0% | $12,045-92.8% | $12,309-93.0% |