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 | $144,769 | $201,272-28.1% | $184,203-21.4% | $145,922-0.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.06% | 29.00%-2.9pp | 28.81%-2.7pp | 561.29%-535.2pp |
| Employer contribution / active EE | $10,505 | $7,022+49.6% | $6,427+63.5% | $4,660+125.5% |
| Participant deferral / active EE | $9,924 | $9,806+1.2% | $9,131+8.7% | $6,688+48.4% |
| Admin fee / account holder | $7,760 | $16,364-52.6% | $13,901-44.2% | $13,397-42.1% |