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 | $141,207 | $197,591-28.5% | $177,821-20.6% | $158,922-11.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.78% | 58.76%-46.0pp | 48.32%-35.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,553 | $6,697-46.9% | $5,918-40.0% | $4,761-25.4% |
| Participant deferral / active EE | $9,827 | $8,405+16.9% | $7,714+27.4% | $5,982+64.3% |
| Admin fee / account holder | $10,003 | $15,399-35.0% | $12,427-19.5% | $11,246-11.1% |