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 | $129,073 | $159,901-19.3% | $146,958-12.2% | $145,922-11.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.91% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $8,650 | $5,286+63.6% | $4,933+75.4% | $4,660+85.6% |
| Participant deferral / active EE | $8,022 | $8,428-4.8% | $8,070-0.6% | $6,688+20.0% |
| Admin fee / account holder | $50,542 | $15,044+236.0% | $12,998+288.8% | $13,397+277.3% |