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 | $130,248 | $210,648-38.2% | $177,989-26.8% | $145,922-10.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.71% | 385.86%-376.2pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $8,568 | $4,565+87.7% | $3,949+117.0% | $4,660+83.9% |
| Participant deferral / active EE | $3,633 | $6,958-47.8% | $6,276-42.1% | $6,688-45.7% |
| Admin fee / account holder | $32,284 | $12,013+168.7% | $10,363+211.5% | $13,397+141.0% |