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 | $126,260 | $201,272-37.3% | $184,203-31.5% | $145,922-13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.14% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $10,097 | $7,022+43.8% | $6,427+57.1% | $4,660+116.7% |
| Participant deferral / active EE | $22,632 | $9,806+130.8% | $9,131+147.9% | $6,688+238.4% |
| Admin fee / account holder | $12,051 | $16,364-26.4% | $13,901-13.3% | $13,397-10.0% |