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 | $135,973 | $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 | 11.90% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,436 | $5,160-72.2% | $4,136-65.3% | $4,837-70.3% |
| Participant deferral / active EE | $9,612 | $6,440+49.3% | $5,506+74.6% | $6,341+51.6% |
| Admin fee / account holder | $863 | $13,259-93.5% | $10,280-91.6% | $12,309-93.0% |