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 | $125,779 | $209,411-39.9% | $178,490-29.5% | $158,922-20.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.40% | 188.75%-178.3pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $5,309 | $5,706-7.0% | $5,011+6.0% | $4,761+11.5% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $1,678 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |