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 | $131,817 | $197,591-33.3% | $177,821-25.9% | $158,922-17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.26% | 58.76%-49.5pp | 48.32%-39.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,577 | $6,697-61.5% | $5,918-56.5% | $4,761-45.9% |
| Participant deferral / active EE | $3,158 | $8,405-62.4% | $7,714-59.1% | $5,982-47.2% |
| Admin fee / account holder | $1,154 | $15,399-92.5% | $12,427-90.7% | $11,246-89.7% |