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 | $107,640 | $150,187-28.3% | $120,354-10.6% | $145,922-26.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.22% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,427 | $4,348+47.8% | $3,463+85.6% | $4,660+37.9% |
| Participant deferral / active EE | $4,662 | $6,173-24.5% | $4,991-6.6% | $6,688-30.3% |
| Admin fee / account holder | $901 | $12,207-92.6% | $9,423-90.4% | $13,397-93.3% |