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 | $129,361 | $148,534-12.9% | $135,903-4.8% | $139,434-7.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.24% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,214 | $5,243-76.8% | $4,856-75.0% | $4,751-74.4% |
| Participant deferral / active EE | $12,580 | $8,100+55.3% | $7,758+62.2% | $6,710+87.5% |
| Admin fee / account holder | $78,142 | $12,400+530.2% | $10,762+626.1% | $11,403+585.3% |