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 | $129,457 | $165,335-21.7% | $149,696-13.5% | $158,922-18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.08% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,800 | $5,103-5.9% | $4,644+3.4% | $4,761+0.8% |
| Participant deferral / active EE | $2,581 | $7,181-64.1% | $6,842-62.3% | $5,982-56.8% |
| Admin fee / account holder | $1,173 | $10,807-89.1% | $9,309-87.4% | $11,246-89.6% |