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 | $114,058 | $159,602-28.5% | $150,045-24.0% | $142,382-19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.34% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,858 | $4,961+18.1% | $4,693+24.8% | $4,299+36.3% |
| Participant deferral / active EE | $12,824 | $8,310+54.3% | $7,997+60.4% | $6,507+97.1% |
| Admin fee / account holder | $713 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |