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 | $130,764 | $91,552+42.8% | $133,956-2.4% | $79,858+63.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.44% | 61.85%-47.4pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $668 | $2,384-72.0% | $3,919-82.9% | $2,471-72.9% |
| Participant deferral / active EE | $5,736 | $3,733+53.6% | $5,048+13.6% | $3,740+53.4% |
| Admin fee / account holder | $14,818 | $6,321+134.4% | $8,927+66.0% | $5,306+179.2% |