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 | $114,933 | $185,822-38.1% | $169,993-32.4% | $139,434-17.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.83% | 60.50%-46.7pp | 53.37%-39.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,844 | $7,590-49.4% | $6,785-43.3% | $4,751-19.1% |
| Participant deferral / active EE | $6,611 | $11,622-43.1% | $10,408-36.5% | $6,710-1.5% |
| Admin fee / account holder | $927 | $15,381-94.0% | $12,815-92.8% | $11,403-91.9% |