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 | $131,915 | $228,332-42.2% | $185,823-29.0% | $158,922-17.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.68% | 40.80%-35.1pp | 35.95%-30.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $21,517 | $4,967+333.2% | $4,087+426.4% | $4,761+351.9% |
| Participant deferral / active EE | $10,833 | $6,415+68.9% | $5,632+92.4% | $5,982+81.1% |
| Admin fee / account holder | $1,267 | $11,864-89.3% | $9,500-86.7% | $11,246-88.7% |