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 | $133,138 | $201,272-33.9% | $184,203-27.7% | $145,922-8.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.54% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,558 | $7,022-49.3% | $6,427-44.6% | $4,660-23.6% |
| Participant deferral / active EE | $4,577 | $9,806-53.3% | $9,131-49.9% | $6,688-31.6% |
| Admin fee / account holder | $2,360 | $16,364-85.6% | $13,901-83.0% | $13,397-82.4% |