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 3-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 | $130,401 | $117,841+10.7% | $102,423+27.3% | $145,922-10.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,430 | $3,615-5.1% | $3,023+13.5% | $4,660-26.4% |
| Participant deferral / active EE | $3,430 | $5,731-40.1% | $5,053-32.1% | $6,688-48.7% |
| Admin fee / account holder | $526 | $13,326-96.1% | $9,451-94.4% | $13,397-96.1% |