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 | $137,804 | $198,466-30.6% | $170,442-19.1% | $147,584-6.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.37% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,810 | $6,184-38.4% | $5,433-29.9% | $4,876-21.9% |
| Participant deferral / active EE | $6,136 | $5,629+9.0% | $4,939+24.2% | $5,439+12.8% |
| Admin fee / account holder | $1,718 | $16,852-89.8% | $13,880-87.6% | $10,885-84.2% |