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 | $127,926 | $197,591-35.3% | $177,821-28.1% | $158,922-19.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.30% | 58.76%-35.5pp | 48.32%-25.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $7,683 | $6,697+14.7% | $5,918+29.8% | $4,761+61.4% |
| Participant deferral / active EE | $15,600 | $8,405+85.6% | $7,714+102.2% | $5,982+160.8% |
| Admin fee / account holder | $997 | $15,399-93.5% | $12,427-92.0% | $11,246-91.1% |