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 | $126,877 | $135,952-6.7% | $123,892+2.4% | $273,961-53.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.95% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,351 | $5,170-54.5% | $4,617-49.1% | $4,869-51.7% |
| Participant deferral / active EE | $7,226 | $6,343+13.9% | $5,984+20.8% | $5,287+36.7% |
| Admin fee / account holder | $3,767 | $9,817-61.6% | $8,357-54.9% | $10,132-62.8% |