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 | $134,330 | $183,519-26.8% | $155,509-13.6% | $145,922-7.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.24% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,758 | $5,313+8.4% | $4,672+23.2% | $4,660+23.6% |
| Participant deferral / active EE | $6,062 | $6,462-6.2% | $5,626+7.7% | $6,688-9.4% |
| Admin fee / account holder | $400 | $19,313-97.9% | $15,912-97.5% | $13,397-97.0% |