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 | $132,444 | $127,264+4.1% | $109,895+20.5% | $167,490-20.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 24.10% | 22.97%+1.1pp | 29.45%-5.4pp | 478.56%-454.5pp |
| Employer contribution / active EE | $4,286 | $3,322+29.0% | $2,842+50.8% | $4,837-11.4% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,784 | $7,114-60.9% | $6,066-54.1% | $12,309-77.4% |