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 | $138,315 | $209,411-34.0% | $178,490-22.5% | $158,922-13.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.12% | 188.75%-179.6pp | 151.07%-142.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $5,160 | $5,706-9.6% | $5,011+3.0% | $4,761+8.4% |
| Participant deferral / active EE | $8,952 | $5,954+50.3% | $5,202+72.1% | $5,982+49.6% |
| Admin fee / account holder | $158,941 | $17,074+830.9% | $13,984+1036.6% | $11,246+1313.4% |