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 | $139,988 | $176,056-20.5% | $159,436-12.2% | $167,490-16.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.07% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $7,277 | $5,297+37.4% | $4,829+50.7% | $4,837+50.4% |
| Participant deferral / active EE | $11,925 | $7,750+53.9% | $7,352+62.2% | $6,341+88.1% |
| Admin fee / account holder | $1,128 | $12,554-91.0% | $10,799-89.6% | $12,309-90.8% |