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 | $112,282 | $183,963-39.0% | $162,163-30.8% | $152,861-26.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.82% | 150.76%-134.9pp | 115.59%-99.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,726 | $6,371-41.5% | $5,614-33.6% | $4,762-21.8% |
| Participant deferral / active EE | $11,094 | $8,034+38.1% | $7,298+52.0% | $5,850+89.6% |
| Admin fee / account holder | $6,936 | $13,121-47.1% | $10,843-36.0% | $11,596-40.2% |