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 | $131,567 | $176,056-25.3% | $159,436-17.5% | $167,490-21.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.85% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $5,239 | $5,297-1.1% | $4,829+8.5% | $4,837+8.3% |
| Participant deferral / active EE | $4,342 | $7,750-44.0% | $7,352-40.9% | $6,341-31.5% |
| Admin fee / account holder | $962 | $12,554-92.3% | $10,799-91.1% | $12,309-92.2% |