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 5-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 | $138,279 | $179,726-23.1% | $156,263-11.5% | $142,382-2.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.29% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $28,250 | $5,069+457.3% | $4,333+552.0% | $4,299+557.1% |
| Participant deferral / active EE | $15,500 | $6,956+122.8% | $6,158+151.7% | $6,507+138.2% |
| Admin fee / account holder | $2,653 | $17,272-84.6% | $14,255-81.4% | $12,624-79.0% |