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 | $135,942 | $176,812-23.1% | $146,665-7.3% | $167,490-18.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.72% | 24.03%-7.3pp | 22.74%-6.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,394 | $5,160-53.6% | $4,136-42.1% | $4,837-50.5% |
| Participant deferral / active EE | $3,571 | $6,440-44.5% | $5,506-35.1% | $6,341-43.7% |
| Admin fee / account holder | $3,016 | $13,259-77.3% | $10,280-70.7% | $12,309-75.5% |