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 | $95,942 | $198,466-51.7% | $170,442-43.7% | $147,584-35.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.38% | 257.29%-243.9pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $5,092 | $6,184-17.7% | $5,433-6.3% | $4,876+4.4% |
| Participant deferral / active EE | $4,123 | $5,629-26.8% | $4,939-16.5% | $5,439-24.2% |
| Admin fee / account holder | $176,304 | $16,852+946.2% | $13,880+1170.2% | $10,885+1519.7% |