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 | $135,081 | $197,591-31.6% | $177,821-24.0% | $158,922-15.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.35% | 58.76%-37.4pp | 48.32%-27.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $8,025 | $6,697+19.8% | $5,918+35.6% | $4,761+68.6% |
| Participant deferral / active EE | $16,018 | $8,405+90.6% | $7,714+107.6% | $5,982+167.8% |
| Admin fee / account holder | $2,657 | $15,399-82.7% | $12,427-78.6% | $11,246-76.4% |