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 | $144,445 | $217,402-33.6% | $185,823-22.3% | $167,490-13.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.98% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $11,713 | $5,873+99.4% | $5,167+126.7% | $4,837+142.1% |
| Participant deferral / active EE | $8,714 | $6,356+37.1% | $5,568+56.5% | $6,341+37.4% |
| Admin fee / account holder | $1,185 | $19,811-94.0% | $16,237-92.7% | $12,309-90.4% |