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 | $125,416 | $135,952-7.8% | $123,892+1.2% | $273,961-54.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.22% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $18,806 | $5,170+263.8% | $4,617+307.3% | $4,869+286.3% |
| Participant deferral / active EE | $14,173 | $6,343+123.5% | $5,984+136.8% | $5,287+168.1% |
| Admin fee / account holder | $85,608 | $9,817+772.0% | $8,357+924.4% | $10,132+744.9% |