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 | $132,762 | $175,202-24.2% | $149,673-11.3% | $139,434-4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,345 | $5,474-2.4% | $4,818+10.9% | $4,751+12.5% |
| Participant deferral / active EE | $5,760 | $6,519-11.6% | $5,680+1.4% | $6,710-14.2% |
| Admin fee / account holder | $9,884 | $16,150-38.8% | $13,210-25.2% | $11,403-13.3% |