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 | $45,008 | $183,963-75.5% | $162,163-72.2% | $152,861-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.11% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $8,184 | $6,371+28.5% | $5,614+45.8% | $4,762+71.8% |
| Participant deferral / active EE | $5,574 | $8,034-30.6% | $7,298-23.6% | $5,850-4.7% |
| Admin fee / account holder | $1,702 | $13,121-87.0% | $10,843-84.3% | $11,596-85.3% |