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 5-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 | $126,349 | $185,822-32.0% | $169,993-25.7% | $139,434-9.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.85% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,045 | $7,590-46.7% | $6,785-40.4% | $4,751-14.9% |
| Participant deferral / active EE | $9,852 | $11,622-15.2% | $10,408-5.3% | $6,710+46.8% |
| Admin fee / account holder | $1,865 | $15,381-87.9% | $12,815-85.4% | $11,403-83.6% |