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 | $134,540 | $177,572-24.2% | $154,803-13.1% | $142,382-5.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.29% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $16,741 | $4,810+248.0% | $4,305+288.8% | $4,299+289.4% |
| Participant deferral / active EE | $14,196 | $6,272+126.4% | $5,540+156.2% | $6,507+118.2% |
| Admin fee / account holder | $6,969 | $16,786-58.5% | $14,329-51.4% | $12,624-44.8% |