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 | $95,814 | $183,963-47.9% | $162,163-40.9% | $152,861-37.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.06% | 150.76%-136.7pp | 115.59%-101.5pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,231 | $6,371-65.0% | $5,614-60.3% | $4,762-53.1% |
| Participant deferral / active EE | $4,172 | $8,034-48.1% | $7,298-42.8% | $5,850-28.7% |
| Admin fee / account holder | $1,307 | $13,121-90.0% | $10,843-88.0% | $11,596-88.7% |