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 | $146,925 | $217,402-32.4% | $185,823-20.9% | $167,490-12.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.43% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $6,510 | $5,873+10.8% | $5,167+26.0% | $4,837+34.6% |
| Participant deferral / active EE | $5,084 | $6,356-20.0% | $5,568-8.7% | $6,341-19.8% |
| Admin fee / account holder | $1,637 | $19,811-91.7% | $16,237-89.9% | $12,309-86.7% |