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 | $126,024 | $755,339-83.3% | $379,746-66.8% | $158,922-20.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 16.86% | 53.41%-36.6pp | 34.90%-18.0pp | 302.83%-286.0pp |
| Employer contribution / active EE | $5,012 | $4,685+7.0% | $3,540+41.6% | $4,761+5.3% |
| Participant deferral / active EE | $10,904 | $7,938+37.4% | $6,024+81.0% | $5,982+82.3% |
| Admin fee / account holder | $3,577 | $14,482-75.3% | $7,927-54.9% | $11,246-68.2% |