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 | $128,122 | $176,056-27.2% | $159,436-19.6% | $167,490-23.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.57% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $11,979 | $5,297+126.1% | $4,829+148.0% | $4,837+147.6% |
| Participant deferral / active EE | $2,660 | $7,750-65.7% | $7,352-63.8% | $6,341-58.1% |
| Admin fee / account holder | $920 | $12,554-92.7% | $10,799-91.5% | $12,309-92.5% |