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 | $169,456 | $201,272-15.8% | $184,203-8.0% | $145,922+16.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.21% | 29.00%+2.2pp | 28.81%+2.4pp | 561.29%-530.1pp |
| Employer contribution / active EE | $2,642 | $7,022-62.4% | $6,427-58.9% | $4,660-43.3% |
| Participant deferral / active EE | $11,572 | $9,806+18.0% | $9,131+26.7% | $6,688+73.0% |
| Admin fee / account holder | $615 | $16,364-96.2% | $13,901-95.6% | $13,397-95.4% |