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 | $102,897 | $198,466-48.2% | $170,442-39.6% | $147,584-30.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.05% | 257.29%-241.2pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,686 | $6,184-24.2% | $5,433-13.7% | $4,876-3.9% |
| Participant deferral / active EE | $11,411 | $5,629+102.7% | $4,939+131.0% | $5,439+109.8% |
| Admin fee / account holder | $2,729 | $16,852-83.8% | $13,880-80.3% | $10,885-74.9% |