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 | $117,177 | $135,952-13.8% | $123,892-5.4% | $273,961-57.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.50% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,814 | $5,170-26.2% | $4,617-17.4% | $4,869-21.7% |
| Participant deferral / active EE | $6,821 | $6,343+7.5% | $5,984+14.0% | $5,287+29.0% |
| Admin fee / account holder | $2,044 | $9,817-79.2% | $8,357-75.5% | $10,132-79.8% |