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 | $99,989 | $159,901-37.5% | $146,958-32.0% | $145,922-31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,424 | $5,286-73.1% | $4,933-71.1% | $4,660-69.4% |
| Participant deferral / active EE | $9,298 | $8,428+10.3% | $8,070+15.2% | $6,688+39.0% |
| Admin fee / account holder | $15,556 | $15,044+3.4% | $12,998+19.7% | $13,397+16.1% |