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 | $141,713 | $228,332-37.9% | $185,823-23.7% | $158,922-10.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.30% | 40.80%-25.5pp | 35.95%-20.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,653 | $4,967-46.6% | $4,087-35.1% | $4,761-44.3% |
| Participant deferral / active EE | $6,799 | $6,415+6.0% | $5,632+20.7% | $5,982+13.6% |
| Admin fee / account holder | $16,874 | $11,864+42.2% | $9,500+77.6% | $11,246+50.1% |