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 | $127,601 | $103,376+23.4% | $87,100+46.5% | $152,861-16.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.58% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,259 | $3,220+32.2% | $2,521+68.9% | $4,762-10.6% |
| Participant deferral / active EE | $13,439 | $4,778+181.3% | $4,049+231.9% | $5,850+129.7% |
| Admin fee / account holder | $629 | $12,205-94.8% | $7,497-91.6% | $11,596-94.6% |