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 | $131,450 | $209,411-37.2% | $178,490-26.4% | $158,922-17.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.47% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,663 | $5,706-70.9% | $5,011-66.8% | $4,761-65.1% |
| Participant deferral / active EE | $6,109 | $5,954+2.6% | $5,202+17.5% | $5,982+2.1% |
| Admin fee / account holder | $915 | $17,074-94.6% | $13,984-93.5% | $11,246-91.9% |