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 | $134,532 | $185,822-27.6% | $169,993-20.9% | $139,434-3.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.56% | 60.50%-47.9pp | 53.37%-40.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $4,103 | $7,590-45.9% | $6,785-39.5% | $4,751-13.6% |
| Participant deferral / active EE | $6,436 | $11,622-44.6% | $10,408-38.2% | $6,710-4.1% |
| Admin fee / account holder | $1,000 | $15,381-93.5% | $12,815-92.2% | $11,403-91.2% |