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 | $133,610 | $165,335-19.2% | $149,696-10.7% | $158,922-15.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.96% | 348.15%-338.2pp | 276.60%-266.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,666 | $5,103-67.4% | $4,644-64.1% | $4,761-65.0% |
| Participant deferral / active EE | $5,653 | $7,181-21.3% | $6,842-17.4% | $5,982-5.5% |
| Admin fee / account holder | $719 | $10,807-93.3% | $9,309-92.3% | $11,246-93.6% |