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 | $139,397 | $159,602-12.7% | $150,045-7.1% | $142,382-2.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.30% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,150 | $4,961+44.1% | $4,693+52.4% | $4,299+66.3% |
| Participant deferral / active EE | $13,746 | $8,310+65.4% | $7,997+71.9% | $6,507+111.2% |
| Admin fee / account holder | $2,895 | $14,846-80.5% | $13,435-78.4% | $12,624-77.1% |