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 | $129,299 | $127,777+1.2% | $106,548+21.4% | $167,490-22.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.77% | 33.87%-23.1pp | 26.80%-16.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,911 | $3,427-15.1% | $2,819+3.3% | $4,837-39.8% |
| Participant deferral / active EE | $7,511 | $5,087+47.6% | $4,398+70.8% | $6,341+18.4% |
| Admin fee / account holder | $632 | $11,228-94.4% | $7,407-91.5% | $12,309-94.9% |