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 | $132,349 | $159,901-17.2% | $146,958-9.9% | $145,922-9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,250 | $5,286-57.4% | $4,933-54.4% | $4,660-51.7% |
| Participant deferral / active EE | $14,755 | $8,428+75.1% | $8,070+82.8% | $6,688+120.6% |
| Admin fee / account holder | $4,928 | $15,044-67.2% | $12,998-62.1% | $13,397-63.2% |