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 | $113,680 | $176,056-35.4% | $159,436-28.7% | $167,490-32.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.92% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,398 | $5,297-73.6% | $4,829-71.1% | $4,837-71.1% |
| Participant deferral / active EE | $4,628 | $7,750-40.3% | $7,352-37.0% | $6,341-27.0% |
| Admin fee / account holder | $5,516 | $12,554-56.1% | $10,799-48.9% | $12,309-55.2% |