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 | $100,591 | $177,572-43.4% | $154,803-35.0% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.73% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $16,554 | $4,810+244.1% | $4,305+284.5% | $4,299+285.1% |
| Participant deferral / active EE | $12,481 | $6,272+99.0% | $5,540+125.3% | $6,507+91.8% |
| Admin fee / account holder | $181,441 | $16,786+980.9% | $14,329+1166.2% | $12,624+1337.3% |