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 | $122,357 | $165,912-26.3% | $122,3320% | $147,584-17.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.76% | 34.55%-22.8pp | 30.27%-18.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,742 | $5,754-69.7% | $4,050-57.0% | $4,876-64.3% |
| Participant deferral / active EE | $325 | $4,005-91.9% | $3,287-90.1% | $5,439-94.0% |
| Admin fee / account holder | $766 | $7,424-89.7% | $5,478-86.0% | $10,885-93.0% |