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 | $128,239 | $209,411-38.8% | $178,490-28.2% | $158,922-19.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.52% | 188.75%-176.2pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,181 | $5,706-44.3% | $5,011-36.5% | $4,761-33.2% |
| Participant deferral / active EE | $6,636 | $5,954+11.4% | $5,202+27.6% | $5,982+10.9% |
| Admin fee / account holder | $2,491 | $17,074-85.4% | $13,984-82.2% | $11,246-77.9% |