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 | $123,689 | $165,984-25.5% | $164,813-25.0% | $145,922-15.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.47% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,341 | $5,273-74.6% | $4,341-69.1% | $4,660-71.2% |
| Participant deferral / active EE | $6,316 | $6,959-9.2% | $6,031+4.7% | $6,688-5.6% |
| Admin fee / account holder | $849 | $16,648-94.9% | $12,690-93.3% | $13,397-93.7% |