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 | $135,014 | $179,726-24.9% | $156,263-13.6% | $142,382-5.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.61% | 77.86%-62.2pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,196 | $5,069-37.0% | $4,333-26.2% | $4,299-25.7% |
| Participant deferral / active EE | $16,873 | $6,956+142.6% | $6,158+174.0% | $6,507+159.3% |
| Admin fee / account holder | $856 | $17,272-95.0% | $14,255-94.0% | $12,624-93.2% |