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 | $115,227 | $226,064-49.0% | $182,532-36.9% | $152,861-24.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 19.05% | 192.51%-173.5pp | 148.54%-129.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,665 | $4,978-46.5% | $4,076-34.6% | $4,762-44.0% |
| Participant deferral / active EE | $7,347 | $6,368+15.4% | $5,524+33.0% | $5,850+25.6% |
| Admin fee / account holder | $108,901 | $10,703+917.5% | $8,592+1167.5% | $11,596+839.1% |