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 | $132,358 | $209,832-36.9% | $189,513-30.2% | $167,490-21.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.58% | 748.27%-736.7pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,050 | $6,914-70.3% | $6,162-66.7% | $4,837-57.6% |
| Participant deferral / active EE | $6,586 | $8,935-26.3% | $8,221-19.9% | $6,341+3.9% |
| Admin fee / account holder | $2,734 | $14,293-80.9% | $12,045-77.3% | $12,309-77.8% |