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 | $132,157 | $210,648-37.3% | $177,989-25.7% | $145,922-9.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.31% | 385.86%-375.5pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,649 | $4,565-20.1% | $3,949-7.6% | $4,660-21.7% |
| Participant deferral / active EE | $7,046 | $6,958+1.3% | $6,276+12.3% | $6,688+5.4% |
| Admin fee / account holder | $6,834 | $12,013-43.1% | $10,363-34.1% | $13,397-49.0% |