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 | $117,768 | $165,335-28.8% | $149,696-21.3% | $158,922-25.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.33% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,240 | $5,103-56.1% | $4,644-51.8% | $4,761-53.0% |
| Participant deferral / active EE | $4,143 | $7,181-42.3% | $6,842-39.4% | $5,982-30.7% |
| Admin fee / account holder | $484 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |