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 | $98,701 | $198,466-50.3% | $170,442-42.1% | $147,584-33.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.94% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $6,076 | $6,184-1.7% | $5,433+11.8% | $4,876+24.6% |
| Participant deferral / active EE | $6,416 | $5,629+14.0% | $4,939+29.9% | $5,439+18.0% |
| Admin fee / account holder | $20,914 | $16,852+24.1% | $13,880+50.7% | $10,885+92.1% |