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 | $122,759 | $181,894-32.5% | $156,549-21.6% | $273,961-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.68% | 30.74%-25.1pp | 32.23%-26.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,410 | $6,248-61.4% | $5,501-56.2% | $4,869-50.5% |
| Participant deferral / active EE | $4,538 | $5,550-18.2% | $4,871-6.8% | $5,287-14.2% |
| Admin fee / account holder | $525,085 | $15,559+3274.8% | $13,027+3930.6% | $10,132+5082.5% |