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 | $142,043 | $127,777+11.2% | $106,548+33.3% | $167,490-15.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.55% | 33.87%-22.3pp | 26.80%-15.3pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,660 | $3,427-22.4% | $2,819-5.6% | $4,837-45.0% |
| Participant deferral / active EE | $3,688 | $5,087-27.5% | $4,398-16.1% | $6,341-41.8% |
| Admin fee / account holder | $1,781 | $11,228-84.1% | $7,407-76.0% | $12,309-85.5% |