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 | $118,600 | $148,534-20.2% | $135,903-12.7% | $139,434-14.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.17% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,022 | $5,243-80.5% | $4,856-79.0% | $4,751-78.5% |
| Participant deferral / active EE | $5,005 | $8,100-38.2% | $7,758-35.5% | $6,710-25.4% |
| Admin fee / account holder | $4,817 | $12,400-61.2% | $10,762-55.2% | $11,403-57.8% |