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 | $122,959 | $176,056-30.2% | $159,436-22.9% | $167,490-26.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.28% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,768 | $5,297-28.9% | $4,829-22.0% | $4,837-22.1% |
| Participant deferral / active EE | $7,176 | $7,750-7.4% | $7,352-2.4% | $6,341+13.2% |
| Admin fee / account holder | $1,395 | $12,554-88.9% | $10,799-87.1% | $12,309-88.7% |