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 | $146,866 | $209,411-29.9% | $178,490-17.7% | $158,922-7.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.95% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,348 | $5,706-76.4% | $5,011-73.1% | $4,761-71.7% |
| Participant deferral / active EE | $11,307 | $5,954+89.9% | $5,202+117.4% | $5,982+89.0% |
| Admin fee / account holder | $8,037 | $17,074-52.9% | $13,984-42.5% | $11,246-28.5% |