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 | $133,859 | $227,553-41.2% | $189,557-29.4% | $167,490-20.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.95% | 78.40%-68.4pp | 64.17%-54.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $9,167 | $5,316+72.4% | $4,412+107.8% | $4,837+89.5% |
| Participant deferral / active EE | $12,750 | $7,002+82.1% | $6,174+106.5% | $6,341+101.1% |
| Admin fee / account holder | $2,581 | $11,878-78.3% | $9,807-73.7% | $12,309-79.0% |