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 | $121,351 | $209,411-42.1% | $178,490-32.0% | $158,922-23.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.69% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,171 | $5,706-62.0% | $5,011-56.7% | $4,761-54.4% |
| Participant deferral / active EE | $3,772 | $5,954-36.7% | $5,202-27.5% | $5,982-36.9% |
| Admin fee / account holder | $8,495 | $17,074-50.2% | $13,984-39.3% | $11,246-24.5% |