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 | $96,162 | $159,901-39.9% | $146,958-34.6% | $145,922-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.08% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,778 | $5,286+9.3% | $4,933+17.1% | $4,660+24.0% |
| Participant deferral / active EE | $11,245 | $8,428+33.4% | $8,070+39.3% | $6,688+68.1% |
| Admin fee / account holder | $12,194 | $15,044-18.9% | $12,998-6.2% | $13,397-9.0% |