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 | $134,511 | $180,449-25.5% | $154,107-12.7% | $135,375-0.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.05% | 888.09%-882.0pp | 735.12%-729.1pp | 519.73%-513.7pp |
| Employer contribution / active EE | $2,849 | $6,035-52.8% | $5,298-46.2% | $4,779-40.4% |
| Participant deferral / active EE | $3,914 | $5,806-32.6% | $5,081-23.0% | $5,609-30.2% |
| Admin fee / account holder | $7,870 | $16,143-51.2% | $13,411-41.3% | $10,827-27.3% |