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 | $119,528 | $179,726-33.5% | $156,263-23.5% | $142,382-16.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.93% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,523 | $5,069-70.0% | $4,333-64.9% | $4,299-64.6% |
| Participant deferral / active EE | $2,244 | $6,956-67.7% | $6,158-63.6% | $6,507-65.5% |
| Admin fee / account holder | $692 | $17,272-96.0% | $14,255-95.1% | $12,624-94.5% |