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 | $111,010 | $159,901-30.6% | $146,958-24.5% | $145,922-23.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,283 | $5,286-56.8% | $4,933-53.7% | $4,660-51.0% |
| Participant deferral / active EE | $6,574 | $8,428-22.0% | $8,070-18.5% | $6,688-1.7% |
| Admin fee / account holder | $2,980 | $15,044-80.2% | $12,998-77.1% | $13,397-77.8% |