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 | $127,777 | $201,272-36.5% | $184,203-30.6% | $145,922-12.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.13% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $19,304 | $7,022+174.9% | $6,427+200.3% | $4,660+314.3% |
| Participant deferral / active EE | $18,795 | $9,806+91.7% | $9,131+105.8% | $6,688+181.0% |
| Admin fee / account holder | $15,665 | $16,364-4.3% | $13,901+12.7% | $13,397+16.9% |