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 | $126,114 | $228,332-44.8% | $185,823-32.1% | $158,922-20.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.94% | 40.80%-14.9pp | 35.95%-10.0pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,653 | $4,967-66.7% | $4,087-59.6% | $4,761-65.3% |
| Participant deferral / active EE | $10,567 | $6,415+64.7% | $5,632+87.6% | $5,982+76.6% |
| Admin fee / account holder | $759 | $11,864-93.6% | $9,500-92.0% | $11,246-93.3% |