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 | $117,920 | $127,777-7.7% | $106,548+10.7% | $167,490-29.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.83% | 33.87%-21.0pp | 26.80%-14.0pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,589 | $3,427-53.6% | $2,819-43.6% | $4,837-67.1% |
| Participant deferral / active EE | $3,859 | $5,087-24.1% | $4,398-12.2% | $6,341-39.1% |
| Admin fee / account holder | $1,542 | $11,228-86.3% | $7,407-79.2% | $12,309-87.5% |