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 | $117,948 | $154,117-23.5% | $129,995-9.3% | $139,434-15.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 32.48%-19.7pp | -137.18%+150.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $10,262 | $5,289+94.0% | $4,320+137.6% | $4,751+116.0% |
| Participant deferral / active EE | $3,562 | $6,710-46.9% | $5,820-38.8% | $6,710-46.9% |
| Admin fee / account holder | $926 | $14,007-93.4% | $10,614-91.3% | $11,403-91.9% |