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 | $134,551 | $165,984-18.9% | $164,813-18.4% | $145,922-7.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.25% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.0pp |
| Employer contribution / active EE | $9,493 | $5,273+80.0% | $4,341+118.7% | $4,660+103.7% |
| Participant deferral / active EE | $4,903 | $6,959-29.5% | $6,031-18.7% | $6,688-26.7% |
| Admin fee / account holder | $5,412 | $16,648-67.5% | $12,690-57.4% | $13,397-59.6% |