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 | $136,400 | $157,256-13.3% | $141,162-3.4% | $152,861-10.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.56% | 64.32%-44.8pp | 71.39%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,331 | $5,261-36.7% | $4,735-29.6% | $4,762-30.0% |
| Participant deferral / active EE | $4,855 | $7,109-31.7% | $6,709-27.6% | $5,850-17.0% |
| Admin fee / account holder | $1,640 | $12,120-86.5% | $10,261-84.0% | $11,596-85.9% |