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 | $134,970 | $133,922+0.8% | $116,228+16.1% | $142,382-5.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.41% | 147.76%-133.4pp | 90.06%-75.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,435 | $3,446-58.4% | $2,994-52.1% | $4,299-66.6% |
| Participant deferral / active EE | $6,852 | $5,672+20.8% | $4,953+38.3% | $6,507+5.3% |
| Admin fee / account holder | $891 | $14,945-94.0% | $11,989-92.6% | $12,624-92.9% |