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 | $127,501 | $198,466-35.8% | $170,442-25.2% | $147,584-13.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.55% | 257.29%-236.7pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,742 | $6,184-39.5% | $5,433-31.1% | $4,876-23.3% |
| Participant deferral / active EE | $7,074 | $5,629+25.7% | $4,939+43.2% | $5,439+30.1% |
| Admin fee / account holder | $1,779 | $16,852-89.4% | $13,880-87.2% | $10,885-83.7% |