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 | $135,515 | $159,602-15.1% | $150,045-9.7% | $142,382-4.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.61% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $14,616 | $4,961+194.6% | $4,693+211.4% | $4,299+240.0% |
| Participant deferral / active EE | $11,726 | $8,310+41.1% | $7,997+46.6% | $6,507+80.2% |
| Admin fee / account holder | $675 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |