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 | $111,156 | $217,402-48.9% | $185,823-40.2% | $167,490-33.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.44% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $5,343 | $5,873-9.0% | $5,167+3.4% | $4,837+10.4% |
| Participant deferral / active EE | $7,819 | $6,356+23.0% | $5,568+40.4% | $6,341+23.3% |
| Admin fee / account holder | $10,056 | $19,811-49.2% | $16,237-38.1% | $12,309-18.3% |