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 | $105,568 | $201,272-47.5% | $184,203-42.7% | $145,922-27.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 13.59% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,457 | $7,022-65.0% | $6,427-61.8% | $4,660-47.3% |
| Participant deferral / active EE | $6,920 | $9,806-29.4% | $9,131-24.2% | $6,688+3.5% |
| Admin fee / account holder | $45,170 | $16,364+176.0% | $13,901+224.9% | $13,397+237.2% |