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 | $84,444 | $148,534-43.1% | $135,903-37.9% | $139,434-39.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.73% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,772 | $5,243-28.1% | $4,856-22.3% | $4,751-20.6% |
| Participant deferral / active EE | $9,835 | $8,100+21.4% | $7,758+26.8% | $6,710+46.6% |
| Admin fee / account holder | $8,038 | $12,400-35.2% | $10,762-25.3% | $11,403-29.5% |