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 | $140,298 | $209,411-33.0% | $178,490-21.4% | $158,922-11.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.07% | 188.75%-166.7pp | 151.07%-129.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $8,463 | $5,706+48.3% | $5,011+68.9% | $4,761+77.8% |
| Participant deferral / active EE | $14,422 | $5,954+142.2% | $5,202+177.3% | $5,982+141.1% |
| Admin fee / account holder | $2,663 | $17,074-84.4% | $13,984-81.0% | $11,246-76.3% |