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 | $126,183 | $201,272-37.3% | $184,203-31.5% | $145,922-13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.40% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $10,778 | $7,022+53.5% | $6,427+67.7% | $4,660+131.3% |
| Participant deferral / active EE | $18,453 | $9,806+88.2% | $9,131+102.1% | $6,688+175.9% |
| Admin fee / account holder | $583 | $16,364-96.4% | $13,901-95.8% | $13,397-95.6% |