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 | $134,143 | $148,534-9.7% | $135,903-1.3% | $139,434-3.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.45% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $5,915 | $5,243+12.8% | $4,856+21.8% | $4,751+24.5% |
| Participant deferral / active EE | $16,024 | $8,100+97.8% | $7,758+106.6% | $6,710+138.8% |
| Admin fee / account holder | $5,336 | $12,400-57.0% | $10,762-50.4% | $11,403-53.2% |