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 | $146,932 | $209,832-30.0% | $189,513-22.5% | $167,490-12.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.30% | 748.27%-734.0pp | 555.15%-540.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,893 | $6,914-58.2% | $6,162-53.0% | $4,837-40.2% |
| Participant deferral / active EE | $10,296 | $8,935+15.2% | $8,221+25.2% | $6,341+62.4% |
| Admin fee / account holder | $17,968 | $14,293+25.7% | $12,045+49.2% | $12,309+46.0% |