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 | $128,460 | $183,519-30.0% | $155,509-17.4% | $145,922-12.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,933 | $5,313-26.0% | $4,672-15.8% | $4,660-15.6% |
| Participant deferral / active EE | $10,666 | $6,462+65.1% | $5,626+89.6% | $6,688+59.5% |
| Admin fee / account holder | $457 | $19,313-97.6% | $15,912-97.1% | $13,397-96.6% |