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 | $140,073 | $118,849+17.9% | $96,562+45.1% | $167,490-16.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.72% | 50.49%-35.8pp | 37.78%-23.1pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,508 | $3,120+12.5% | $2,356+48.9% | $4,837-27.5% |
| Participant deferral / active EE | $11,456 | $4,616+148.2% | $3,849+197.7% | $6,341+80.7% |
| Admin fee / account holder | $1,931 | $8,065-76.1% | $6,181-68.8% | $12,309-84.3% |