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 | $133,322 | $111,754+19.3% | $103,333+29.0% | $145,922-8.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.54% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,225 | $4,212-23.4% | $3,868-16.6% | $4,660-30.8% |
| Participant deferral / active EE | $9,706 | $5,619+72.7% | $5,057+91.9% | $6,688+45.1% |
| Admin fee / account holder | $362 | $9,750-96.3% | $8,355-95.7% | $13,397-97.3% |