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 | $116,329 | $197,591-41.1% | $177,821-34.6% | $158,922-26.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.79% | 58.76%-42.0pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $6,204 | $6,697-7.4% | $5,918+4.8% | $4,761+30.3% |
| Participant deferral / active EE | $11,259 | $8,405+34.0% | $7,714+46.0% | $5,982+88.2% |
| Admin fee / account holder | $882 | $15,399-94.3% | $12,427-92.9% | $11,246-92.2% |