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 | $136,115 | $183,519-25.8% | $155,509-12.5% | $145,922-6.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.43% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,852 | $5,313+10.2% | $4,672+25.2% | $4,660+25.6% |
| Participant deferral / active EE | $29,259 | $6,462+352.8% | $5,626+420.1% | $6,688+337.5% |
| Admin fee / account holder | $1,186 | $19,313-93.9% | $15,912-92.5% | $13,397-91.1% |