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 | $126,960 | $177,572-28.5% | $154,803-18.0% | $142,382-10.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.07% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,016 | $4,810-78.9% | $4,305-76.4% | $4,299-76.4% |
| Participant deferral / active EE | $6,595 | $6,272+5.2% | $5,540+19.0% | $6,507+1.4% |
| Admin fee / account holder | $21,983 | $16,786+31.0% | $14,329+53.4% | $12,624+74.1% |