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 | $126,440 | $105,126+20.3% | $94,646+33.6% | $139,434-9.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.85% | 38.03%-15.2pp | 156.71%-133.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $3,021 | $4,106-26.4% | $3,672-17.7% | $4,751-36.4% |
| Participant deferral / active EE | $9,778 | $7,599+28.7% | $7,418+31.8% | $6,710+45.7% |
| Admin fee / account holder | $1,079 | $8,984-88.0% | $7,231-85.1% | $11,403-90.5% |