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 | $111,029 | $198,466-44.1% | $170,442-34.9% | $147,584-24.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.44% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $5,003 | $6,184-19.1% | $5,433-7.9% | $4,876+2.6% |
| Participant deferral / active EE | $10,415 | $5,629+85.0% | $4,939+110.9% | $5,439+91.5% |
| Admin fee / account holder | $57,909 | $16,852+243.6% | $13,880+317.2% | $10,885+432.0% |