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 | $120,424 | $173,345-30.5% | $136,007-11.5% | $145,922-17.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.81% | 1163.32%-1154.5pp | 579.32%-570.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $18,917 | $5,278+258.4% | $4,217+348.6% | $4,660+306.0% |
| Participant deferral / active EE | $13,294 | $8,699+52.8% | $7,025+89.2% | $6,688+98.8% |
| Admin fee / account holder | $5,807 | $9,954-41.7% | $6,858-15.3% | $13,397-56.7% |