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 | $127,869 | $185,822-31.2% | $169,993-24.8% | $139,434-8.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.24% | 60.50%-43.3pp | 53.37%-36.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $7,755 | $7,590+2.2% | $6,785+14.3% | $4,751+63.2% |
| Participant deferral / active EE | $12,204 | $11,622+5.0% | $10,408+17.3% | $6,710+81.9% |
| Admin fee / account holder | $769 | $15,381-95.0% | $12,815-94.0% | $11,403-93.3% |