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 | $127,648 | $101,069+26.3% | $81,478+56.7% | $147,584-13.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.73% | 32.40%-14.7pp | 38.78%-21.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,434 | $3,205-24.1% | $2,568-5.2% | $4,876-50.1% |
| Participant deferral / active EE | $590 | $4,242-86.1% | $3,537-83.3% | $5,439-89.2% |
| Admin fee / account holder | $1,367 | $5,812-76.5% | $4,561-70.0% | $10,885-87.4% |