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 | $100,905 | $183,963-45.1% | $162,163-37.8% | $152,861-34.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.12% | 150.76%-126.6pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,294 | $6,371-32.6% | $5,614-23.5% | $4,762-9.8% |
| Participant deferral / active EE | $12,776 | $8,034+59.0% | $7,298+75.1% | $5,850+118.4% |
| Admin fee / account holder | $346 | $13,121-97.4% | $10,843-96.8% | $11,596-97.0% |