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 | $138,933 | $165,335-16.0% | $149,696-7.2% | $158,922-12.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.95% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $7,652 | $5,103+50.0% | $4,644+64.8% | $4,761+60.7% |
| Participant deferral / active EE | $2,391 | $7,181-66.7% | $6,842-65.1% | $5,982-60.0% |
| Admin fee / account holder | $837 | $10,807-92.3% | $9,309-91.0% | $11,246-92.6% |