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 | $121,824 | $165,984-26.6% | $164,813-26.1% | $145,922-16.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.51% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,260 | $5,273-19.2% | $4,341-1.9% | $4,660-8.6% |
| Participant deferral / active EE | $2,660 | $6,959-61.8% | $6,031-55.9% | $6,688-60.2% |
| Admin fee / account holder | $6,494 | $16,648-61.0% | $12,690-48.8% | $13,397-51.5% |