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 | $131,163 | $112,096+17.0% | $95,952+36.7% | $158,922-17.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.26% | 171.09%-161.8pp | 91.61%-82.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,302 | $3,198+3.2% | $2,541+29.9% | $4,761-30.7% |
| Participant deferral / active EE | $5,668 | $4,784+18.5% | $4,167+36.0% | $5,982-5.2% |
| Admin fee / account holder | $2,575 | $10,130-74.6% | $6,795-62.1% | $11,246-77.1% |