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 | $119,712 | $135,952-11.9% | $123,892-3.4% | $273,961-56.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.58% | 56.63%-48.1pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,266 | $5,170-56.2% | $4,617-50.9% | $4,869-53.5% |
| Participant deferral / active EE | $3,890 | $6,343-38.7% | $5,984-35.0% | $5,287-26.4% |
| Admin fee / account holder | $79,945 | $9,817+714.3% | $8,357+856.6% | $10,132+689.0% |