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 | $133,531 | $148,534-10.1% | $135,903-1.7% | $139,434-4.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.55% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,439 | $5,243-34.4% | $4,856-29.2% | $4,751-27.6% |
| Participant deferral / active EE | $10,564 | $8,100+30.4% | $7,758+36.2% | $6,710+57.4% |
| Admin fee / account holder | $4,961 | $12,400-60.0% | $10,762-53.9% | $11,403-56.5% |