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 7-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 | $125,129 | $127,777-2.1% | $106,548+17.4% | $167,490-25.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.04% | 33.87%-15.8pp | 26.80%-8.8pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,052 | $3,427-40.1% | $2,819-27.2% | $4,837-57.6% |
| Participant deferral / active EE | $6,857 | $5,087+34.8% | $4,398+55.9% | $6,341+8.1% |
| Admin fee / account holder | $3,070 | $11,228-72.7% | $7,407-58.6% | $12,309-75.1% |