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 | $123,991 | $198,466-37.5% | $170,442-27.3% | $147,584-16.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.47% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,701 | $6,184-72.5% | $5,433-68.7% | $4,876-65.1% |
| Participant deferral / active EE | $2,587 | $5,629-54.0% | $4,939-47.6% | $5,439-52.4% |
| Admin fee / account holder | $1,484 | $16,852-91.2% | $13,880-89.3% | $10,885-86.4% |