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 | $127,952 | $112,096+14.1% | $95,952+33.4% | $158,922-19.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.04% | 171.09%-162.1pp | 91.61%-82.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,895 | $3,198-40.7% | $2,541-25.4% | $4,761-60.2% |
| Participant deferral / active EE | $6,003 | $4,784+25.5% | $4,167+44.1% | $5,982+0.4% |
| Admin fee / account holder | $7,877 | $10,130-22.2% | $6,795+15.9% | $11,246-30.0% |