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 | $97,567 | $202,432-51.8% | $169,368-42.4% | $139,434-30.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.32% | 531.74%-520.4pp | 405.60%-394.3pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,857 | $4,692-17.8% | $4,013-3.9% | $4,751-18.8% |
| Participant deferral / active EE | $5,997 | $6,938-13.6% | $6,221-3.6% | $6,710-10.6% |
| Admin fee / account holder | $17,144 | $10,708+60.1% | $9,003+90.4% | $11,403+50.4% |