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 | $126,095 | $198,466-36.5% | $170,442-26.0% | $147,584-14.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.35% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,706 | $6,184-40.1% | $5,433-31.8% | $4,876-24.0% |
| Participant deferral / active EE | $6,433 | $5,629+14.3% | $4,939+30.2% | $5,439+18.3% |
| Admin fee / account holder | $2,138 | $16,852-87.3% | $13,880-84.6% | $10,885-80.4% |