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 | $124,254 | $148,534-16.3% | $135,903-8.6% | $139,434-10.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.80% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,173 | $5,243-20.4% | $4,856-14.1% | $4,751-12.2% |
| Participant deferral / active EE | $6,696 | $8,100-17.3% | $7,758-13.7% | $6,710-0.2% |
| Admin fee / account holder | $73,459 | $12,400+492.4% | $10,762+582.6% | $11,403+544.2% |