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 | $122,183 | $162,781-24.9% | $133,956-8.8% | $158,922-23.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.37% | 41.94%-21.6pp | 45.09%-24.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,763 | $4,975-64.6% | $3,919-55.0% | $4,761-63.0% |
| Participant deferral / active EE | $5,227 | $5,911-11.6% | $5,048+3.6% | $5,982-12.6% |
| Admin fee / account holder | $1,330 | $11,736-88.7% | $8,927-85.1% | $11,246-88.2% |