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 | $109,120 | $165,984-34.3% | $164,813-33.8% | $145,922-25.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.93% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,284 | $5,273-56.7% | $4,341-47.4% | $4,660-51.0% |
| Participant deferral / active EE | $6,099 | $6,959-12.4% | $6,031+1.1% | $6,688-8.8% |
| Admin fee / account holder | $28,244 | $16,648+69.7% | $12,690+122.6% | $13,397+110.8% |