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 | $130,838 | $214,378-39.0% | $200,582-34.8% | $142,382-8.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.65% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,184 | $6,841-53.5% | $6,419-50.4% | $4,299-25.9% |
| Participant deferral / active EE | $4,768 | $9,865-51.7% | $9,331-48.9% | $6,507-26.7% |
| Admin fee / account holder | $9,849 | $17,692-44.3% | $16,305-39.6% | $12,624-22.0% |