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 | $123,560 | $169,032-26.9% | $129,207-4.4% | $145,922-15.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.89% | 14330.11%-14318.2pp | 9417.33%-9405.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,522 | $5,537-36.4% | $4,153-15.2% | $4,660-24.4% |
| Participant deferral / active EE | $4,423 | $4,987-11.3% | $4,168+6.1% | $6,688-33.9% |
| Admin fee / account holder | $2,999 | $9,954-69.9% | $7,715-61.1% | $13,397-77.6% |