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 | $115,287 | $121,625-5.2% | $104,607+10.2% | $158,922-27.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.82% | 465.26%-449.4pp | 340.46%-324.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,381 | $3,163-24.7% | $2,681-11.2% | $4,761-50.0% |
| Participant deferral / active EE | $5,629 | $4,177+34.7% | $3,740+50.5% | $5,982-5.9% |
| Admin fee / account holder | $1,739 | $7,787-77.7% | $6,473-73.1% | $11,246-84.5% |