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 | $135,312 | $165,335-18.2% | $149,696-9.6% | $158,922-14.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.35% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,575 | $5,103-49.5% | $4,644-44.6% | $4,761-45.9% |
| Participant deferral / active EE | $11,216 | $7,181+56.2% | $6,842+63.9% | $5,982+87.5% |
| Admin fee / account holder | $863 | $10,807-92.0% | $9,309-90.7% | $11,246-92.3% |