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 | $152,190 | $201,272-24.4% | $184,203-17.4% | $145,922+4.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.22% | 29.00%-5.8pp | 28.81%-5.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,782 | $7,022-60.4% | $6,427-56.7% | $4,660-40.3% |
| Participant deferral / active EE | $14,697 | $9,806+49.9% | $9,131+61.0% | $6,688+119.8% |
| Admin fee / account holder | $368 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |