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 | $130,118 | $157,256-17.3% | $141,162-7.8% | $152,861-14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.27% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,796 | $5,261+10.2% | $4,735+22.4% | $4,762+21.7% |
| Participant deferral / active EE | $3,072 | $7,109-56.8% | $6,709-54.2% | $5,850-47.5% |
| Admin fee / account holder | $12,945 | $12,120+6.8% | $10,261+26.2% | $11,596+11.6% |