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 | $138,737 | $165,335-16.1% | $149,696-7.3% | $158,922-12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.83% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $13,150 | $5,103+157.7% | $4,644+183.2% | $4,761+176.2% |
| Participant deferral / active EE | $16,676 | $7,181+132.2% | $6,842+143.7% | $5,982+178.8% |
| Admin fee / account holder | $1,619 | $10,807-85.0% | $9,309-82.6% | $11,246-85.6% |