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 | $103,276 | $209,411-50.7% | $178,490-42.1% | $158,922-35.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.48% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $5,656 | $5,706-0.9% | $5,011+12.9% | $4,761+18.8% |
| Participant deferral / active EE | $5,921 | $5,954-0.6% | $5,202+13.8% | $5,982-1.0% |
| Admin fee / account holder | $3,022 | $17,074-82.3% | $13,984-78.4% | $11,246-73.1% |