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 | $137,699 | $165,984-17.0% | $164,813-16.5% | $145,922-5.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $29,848 | $5,273+466.1% | $4,341+587.6% | $4,660+540.6% |
| Participant deferral / active EE | $15,973 | $6,959+129.5% | $6,031+164.8% | $6,688+138.8% |
| Admin fee / account holder | $16,979 | $16,648+2.0% | $12,690+33.8% | $13,397+26.7% |