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 | $138,789 | $165,335-16.1% | $149,696-7.3% | $158,922-12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.36% | 348.15%-325.8pp | 276.60%-254.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $7,403 | $5,103+45.1% | $4,644+59.4% | $4,761+55.5% |
| Participant deferral / active EE | $5,818 | $7,181-19.0% | $6,842-15.0% | $5,982-2.7% |
| Admin fee / account holder | $4,575 | $10,807-57.7% | $9,309-50.8% | $11,246-59.3% |