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 | $141,355 | $176,812-20.1% | $146,665-3.6% | $167,490-15.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.78% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $6,069 | $5,160+17.6% | $4,136+46.7% | $4,837+25.5% |
| Participant deferral / active EE | $18,405 | $6,440+185.8% | $5,506+234.3% | $6,341+190.2% |
| Admin fee / account holder | $6,882 | $13,259-48.1% | $10,280-33.0% | $12,309-44.1% |