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 | $140,346 | $159,602-12.1% | $150,045-6.5% | $142,382-1.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.80% | 70.24%-53.4pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,662 | $4,961+14.1% | $4,693+20.6% | $4,299+31.7% |
| Participant deferral / active EE | $11,704 | $8,310+40.8% | $7,997+46.3% | $6,507+79.9% |
| Admin fee / account holder | $1,210 | $14,846-91.8% | $13,435-91.0% | $12,624-90.4% |