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 | $130,773 | $163,101-19.8% | $136,749-4.4% | $142,382-8.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.65% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $13,990 | $4,117+239.8% | $3,400+311.5% | $4,299+225.4% |
| Participant deferral / active EE | $2,921 | $5,585-47.7% | $4,692-37.7% | $6,507-55.1% |
| Admin fee / account holder | $3,049 | $14,318-78.7% | $11,386-73.2% | $12,624-75.8% |