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 | $134,803 | $159,602-15.5% | $150,045-10.2% | $142,382-5.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.80% | 70.24%-50.4pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $12,768 | $4,961+157.4% | $4,693+172.1% | $4,299+197.0% |
| Participant deferral / active EE | $8,700 | $8,310+4.7% | $7,997+8.8% | $6,507+33.7% |
| Admin fee / account holder | $1,490 | $14,846-90.0% | $13,435-88.9% | $12,624-88.2% |