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 | $139,597 | $127,264+9.7% | $109,895+27.0% | $167,490-16.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.41% | 22.97%-11.6pp | 29.45%-18.0pp | 478.56%-467.2pp |
| Employer contribution / active EE | $3,246 | $3,322-2.3% | $2,842+14.2% | $4,837-32.9% |
| Participant deferral / active EE | $3,748 | $4,514-17.0% | $4,048-7.4% | $6,341-40.9% |
| Admin fee / account holder | $80,518 | $7,114+1031.8% | $6,066+1227.4% | $12,309+554.1% |