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 | $140,653 | $179,726-21.7% | $156,263-10.0% | $142,382-1.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.74% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,299 | $5,069+103.2% | $4,333+137.7% | $4,299+139.6% |
| Participant deferral / active EE | $6,780 | $6,956-2.5% | $6,158+10.1% | $6,507+4.2% |
| Admin fee / account holder | $3,324 | $17,272-80.8% | $14,255-76.7% | $12,624-73.7% |