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 | $136,164 | $227,553-40.2% | $189,557-28.2% | $167,490-18.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.23% | 78.40%-67.2pp | 64.17%-52.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $4,244 | $5,316-20.2% | $4,412-3.8% | $4,837-12.3% |
| Participant deferral / active EE | $6,370 | $7,002-9.0% | $6,174+3.2% | $6,341+0.5% |
| Admin fee / account holder | $1,738 | $11,878-85.4% | $9,807-82.3% | $12,309-85.9% |